Viewing Next Scheduled Action for a Contact

[RPeroe]

This is truly one of the most basic questions. Once I've scheduled a call or a task for a contact, where can I see this as part of a record? 

[ChrisChin_LLF · Accepted solution]

Click the contact, go to the middle column of there, you can see all the activities related to that contact. Make sure you check the right checkboxes for meetings or tasks if those are set up. 

If my reply answered your question please mark it as a solution to make it easier for others to find.

Cheers!

Chris Chin

Local Leaf Marketing

Book a call with Chris

[karstenkoehler · Accepted solution]

Hi @RPeroe,

For one, you can see this on the contact record itself. Open the contact record, then look at the activities tab, then make sure you have the activities you're looking for included in the timeline filters: https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline#activities-tab

Alternatively, when on the contact index page (Menu > CRM > Contacts), you can also click "Edit columns" in the top right corner:

Here you'll find items such as "Contact → Calls" and similar which you can include and which will then let you mouse over to see associated activities.

There is unfortunately no dedicated column or field which only shows the next activity – something that HubSpot has yet to add.

Best regards

[ChrisChin_LLF · Accepted solution]

Click the contact, go to the middle column of there, you can see all the activities related to that contact. Make sure you check the right checkboxes for meetings or tasks if those are set up. 

If my reply answered your question please mark it as a solution to make it easier for others to find.

Cheers!

Chris Chin

Local Leaf Marketing

Book a call with Chris