Hello!
I’m trying to filter all the deals that were updated in the last 7 days , using the “last activity date”
However, there are some deals that people have added “Note” to the deal within last 7 days, but seems like taking a note is not considered as an “activity” so I couldn’t filter them out
Could you advise me on how to quickly see the recently updated deals, including those with new notes added?
Thanks a milllion!
Hey @debbyhsu notes should be considered an activity within HubSpot according to their knowledgebase here.
It’s difficult to really troubleshoot further without seeing the records themselves, but one thing I would do to troubleshoot further would be to take a deal that has a note from within the timeframe that is not appearing under your filter view and one that does appear and analyse them together, generally you’ll find the differences and why the filter doesn’t include them.
It looks like you have 3 other filters on this, would it be possible they’re the reason these deals are being excluded?
