Call and meeting types - bulk edit?

SOLVE
AnnaKellett
Contributor

I recently changed the name of one of the call & meeting types to provide clarity on when to use. It was previously called 'First outreach call' and I've changed it to First outreach call (MQL).

 

I expected the new label to update all historically logged activities (I changed the existing one rather than delete and create a new one) but it doesn't seem to have done that, which means when I now report on activities over a period of time it shows as 2 separate lines, example below (see lines 2 and 6)

 

 

HubSpot 1st outreach.PNGAny suggestions on how to fix this would be appreciated (there's no way I'm doing it manually for 1,042 calls!) and I also want to merge 2 of the other options but can't find a way of doing the data cleanse?)

1 Accepted solution

Accepted Solutions
KCampbell
Solution
HubSpot Moderator

Hi @AnnaKellett ,

  Let's dive right in! To start, I can confirm that updates to Call/Meetings types do not update retroactively. This means that you will need to refer to your previously used tags when referencing historical data. The only way to update these older tags (as you mentioned) would be by manually going back and making the updates. It never hurts to ask though! If you have any further questions on this please let me know!

Kevin Campbell
HubSpot Community Team

View solution in original post

5 Replies 5
KCampbell
Solution
HubSpot Moderator

Hi @AnnaKellett ,

  Let's dive right in! To start, I can confirm that updates to Call/Meetings types do not update retroactively. This means that you will need to refer to your previously used tags when referencing historical data. The only way to update these older tags (as you mentioned) would be by manually going back and making the updates. It never hurts to ask though! If you have any further questions on this please let me know!

Kevin Campbell
HubSpot Community Team

View solution in original post

AnnaKellett
Contributor

Thanks for the reply @KCampbell 

 

Disappointing, but at least I know it wasn't me just missing how to do it!

 

Thanks

Anna

0 Upvotes
SJarra
Member
hi
0 Upvotes
RobinI
Participant

This lack of feature is sooo annoying... 😥

 

It makes it very difficult to track your historical data as the meeting types keep on evolving with time.

Is a workaround available (and I don't speak about changing manually thousands of records)? When will it be possible to bulk edit activities as well (something ready to do in SF)?

0 Upvotes
TiphaineCuisset
Community Manager

Hi @RobinI 

 

Thank you for reaching out. 

 

This is not possible at this stage within HubSpot but I do understand how it could be useful, I'd recommend posting an Idea in our Ideas Forum regarding this. That way other users can upvote it; and the Product Team regularly monitors the Forum

 

Thank you

Best

Tiphaine


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0 Upvotes