meeting not showing up

Smart CRM & Sales Hub Tips, Tricks & Best Practices
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1

I just started with populating my CRM.
I logged a meeting (not through Calendar) that took place a few months ago. For one contact (that I entered manually), it IS showing up under ‘recent activities’. But for another (that I imported from an excel sheet), a meeting I entered manually is NOT showing up under the ‘recent activities’.
What am I doing wrong?

2

Hi @ARoefs,

When you manually created the meeting, did you associate it to both contacts? Associate activities with records

If yes, can you confirm that you’re looking at an unfiltered timeline? Filter activity index pages and record timelines

When you say ‘recent activities’, where exactly in HubSpot are you referring to? Can you please share a screenshot?

Best regards

3

Thanks Karsten.
I created the meetings separately, they were two different meetings.
So one did show up and the other didn’t. I’m trying to figure out why.
I’m seeing the one meeting that does show up at that person’s contact page (see screenshot).

Thank you!

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4

@ARoefs are you sure that you set it as a date in the future? If not, it wouldn’t show up as upcoming.

Are you seeing the meeting on the activity timeline? https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline (if not, then it’s not logged correctly to the contact record)

5

I’m so sorry Karsten, I sent you the wrong screenshot. Doing things too quickly here.
But from the article you sent me: do I understand correctly that with a FREE subscription, I can only log previous meetings within the last 30 days?
If so, that is then the reason. The meeting I was trying to log for a different client took place last year.
Thank you very much!

6

@ARoefs yes, that seems to be a recent change (February 4th) which applies to the free tools. You would have to upgrade to any paid subscription for older activities to show up.

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7

If I can ask you one more question: Does this mean that when I book future meetings, they will disappear 30 days after they occur?
Thank you, problem solved!!!

8

@ARoefs yes, that unfortunately seems to be the case.

9

I am so sorry Karsten, I sent you the wrong screenshot. Sorry! Doing things too quickly here.
But with the link you sent, I think I figured it out. Is it indeed correct that only activities in the last 30 days will show up? I have a free subscription.
The meeting that I was trying to log, was for last year…
Thank you!

10

@ARoefs I’m not sure what you’re referring to here: “Is it indeed correct that only activities in the last 30 days will show up?” – why would you think that?