Call and meeting types - bulk edit?SOLVE
Dec 30, 2019 9:19 AM
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)
Any 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?)
Solved! Go to Solution.
Jan 2, 2020 2:22 PM
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!
HubSpot Community Team