I’m looking for a way to create a list or view of contacts that had meetings with us in a particular month. Is this possible?…

@JTurrell Yes, you can filter your Contacts and save them in your view here is a filter : [JigarT_2-1694704666268.png] […

@AUlusan @JTurrell I am not sure you will get the data from this because in my account the meetings were not booked from the …

@JTurrell In that case, try to filter out contacts with these filters : [JigarT_1-1694774990234.png]

What do you suggest we would put as the tool source? I’m referring to people where we have logged a meeting on their activity…

@JTurrell Please let me know apart from the meetings tool in HubSpot from which source contacts can book a meeting with you …

Occasionally, team members will simply share a Google calendar invite with the person they’re meeting so it isn’t ‘tracked’. …

Hello - I am looking for the same solution. Did you find it yet? It does not look like @Jigar_Thakker they even understood yo…

This works for reports and lists, but is there a way to see these filters info in a view?

Meeting filters

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JTurrell September 15, 2023, 7:20am 3

Thanks, that’s great. What about if a meeting didn’t get booked through Hubspot but it has been ‘logged’ on a contact’s activity. Is there a way to pull those through?

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Meeting filters

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