Call type

Good question @Ben Henderson! 

Tagging in some folks who may be able to share some tips: 

@Robbie Wilson @Stephen Van der Merwe @Jordan McSwain @Matt Hands @Scott Thissen @Hasari Andrade @Paul Harris @Brianna Krieg @Jenny Brown @Yoselin Pearce @Lara Hourquebie @Gustavo Lopez Garcia @Tyler Young @Clarissa Snow @Jennifer Shockley-Daniels @William @Sara Cole @Alec Levandoski @Jordan Littlefield @Ryan Elizabeth Portner @Karen Schultheis @Ian Gwynne @Andrew O'Driscoll 

^I’ve got some Visioneer swag for anyone who’s able to help a fellow Community member out! Thanks all!

@Ben Henderson I see customers do this a few ways. 

1. Use CRM Stage During Call field. 
   If the categorization you want aligns well with your CRM stages, and your sellers are good at CRM hygiene this can work well. 
    
2. Use Meeting Subject (with a good Meeting Naming Convention in place)
   If your sellers follow good meeting naming conventions, this approach can work well. 
   E.g. Intelex - Acme Demo  
   Intelex - Lake Industries discovery call 
   Intelex Rainy Showers - Pricing Presentation to etc. 

Notice that I started each approach with an “if” statement. It relies like many things on clean data. 

I had not thought about using comment #hashtag, obviously the downside is the manual effort for someone to attribute the call. Personally if I was going to invest the time to inspect and categorize each call I would spend the same time to update the title to be more reflective of the call’s purpose as people tend to search by title rather than hashtag. It might also help enforce the conventions you want people to use if users are seeing cleaner normalized titles. 

Thanks @Andrew O'Driscoll great points here. Not sure if it will meet my end goal, but will have a play around with it today.