It's currently possible to show a column in a report on Next Activity Date but this also shows tasks. I want to be able to see the Next Meeting Date so I can see if each client has a meeting booked or not (and when). Is there a way to achieve this?
Not exactly, no, the closest would be the Date of last meeting booked in meetings tool: "the date of the meeting that is booked the farthest out from the current date. For example, if a meeting is booked for December 1st, and another meeting is booked for December 7th, the property value will appear as December 7th."
@HWalkerDat - There is a HubSpot standard company property called 'Last Booked Meeting Date' which you would be able to use in multi-object report, if suitable:
It shows 'The last date of booked meetings associated with the company', this property shows the date of the next meeting associated to the company record, regardless of whether it was manually created or booked via a scheduling page:
@HWalkerDat - There is a HubSpot standard company property called 'Last Booked Meeting Date' which you would be able to use in multi-object report, if suitable:
It shows 'The last date of booked meetings associated with the company', this property shows the date of the next meeting associated to the company record, regardless of whether it was manually created or booked via a scheduling page:
Not exactly, no, the closest would be the Date of last meeting booked in meetings tool: "the date of the meeting that is booked the farthest out from the current date. For example, if a meeting is booked for December 1st, and another meeting is booked for December 7th, the property value will appear as December 7th."