topic Re: list view like Calls for logged/future meetings in Calling

list view like Calls for logged/future meetings

MMUNTZ — Wed, 22 Jun 2022 18:20:32 GMT

Is it possible to have a list view of all meetings like the Call View?

With filter options of logged; future; outcome type?

Re: list view like Calls for logged/future meetings

karstenkoehler — Thu, 23 Jun 2022 04:52:18 GMT

If you're referring to a view exactly like the call index page (Menu > Contacts > Calls), then no, this does not exist.

You can however create a custom report (Menu > Reports > Reports > Create report > Single object > Activities) and display Meeting name, Activity date and other properties you're interested in, selecting a table view.

(Make sure to review the report Filters, adjusting the date range and filtering for Activity type is any of Meeting.)

Best regards!

Re: list view like Calls for logged/future meetings

MMUNTZ — Fri, 24 Jun 2022 12:21:26 GMT

I am aware of creating a report, but we have 40+ people that want to work their logged meetings and future meetings from a grid view as opposed to opening each customer.

We would have to create a separate custom report for each person and share it with them or create dashboards for all of them.

We are a direct sales force, not a telemarketing sales force, meetings is our main method of contact.

A simple Meetings view(logged and created/future) much like the Call view would be extremely helpful in gaining user adoption and managing their thriving terrritories. Thank you.

Re: list view like Calls for logged/future meetings

MMUNTZ — Fri, 24 Jun 2022 12:25:08 GMT

This is not the solution I was looking for.

I am aware of creating a report, but we have 40+ people that want to work their logged meetings and future meetings from a grid view as opposed to opening each customer.

We would have to create a separate custom report for each person and share it with them or create dashboards for all of them.

We are a direct sales force, not a telemarketing sales force, meetings is our main method of contact.

A simple Meetings view(logged and created/future) much like the Call view would be extremely helpful in gaining user adoption and managing their thriving territories.

Thank you.

Re: list view like Calls for logged/future meetings

karstenkoehler — Fri, 24 Jun 2022 12:25:11 GMT

Hi @MMUNTZ,

Sure, that makes sense and it definitely would be useful. As of now, however, this does not exist. I'm not a HubSpot employee, I share solutions and workarounds on my own time.

If you want to submit a request to the product team, you can do so in the HubSpot Ideas section of the community. For the time being, reports are the only option.

Best regards!