Sales Hub Tools

JTurrell
Participante

Meeting filters

resolver

I'm looking for a way to create a list or view of contacts that had meetings with us in a particular month. Is this possible? I know it's possible to see in every contact record but I'm looking for an overview so we can evaluate conversions against marketing touch points. 

0 Avaliação positiva
1 Solução aceita
JigarT
Solução
Orientador(a) | Parceiro
Orientador(a) | Parceiro

Meeting filters

resolver

@JTurrell 

 

Yes, you can filter your Contacts and save them in your view here is a filter : 

 

JigarT_2-1694704666268.png

 

JigarT_3-1694704734862.png

 

Let me know if you have any follow-up questions. 

 

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com

Exibir solução no post original

6 Respostas 6
JigarT
Solução
Orientador(a) | Parceiro
Orientador(a) | Parceiro

Meeting filters

resolver

@JTurrell 

 

Yes, you can filter your Contacts and save them in your view here is a filter : 

 

JigarT_2-1694704666268.png

 

JigarT_3-1694704734862.png

 

Let me know if you have any follow-up questions. 

 

If my post was helpful in addressing your query, Support the community by indicating it as the solution.

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
JTurrell
Participante

Meeting filters

resolver

Thanks, that's great. What about if a meeting didn't get booked through Hubspot but it has been 'logged' on a contact's activity. Is there a way to pull those through? 

0 Avaliação positiva
JigarT
Orientador(a) | Parceiro
Orientador(a) | Parceiro

Meeting filters

resolver

@JTurrell 

 

In that case, try to filter out contacts with these filters : 

 

JigarT_1-1694774990234.png

 

 

 

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
0 Avaliação positiva
JTurrell
Participante

Meeting filters

resolver

What do you suggest we would put as the tool source? I'm referring to people where we have logged a meeting on their activity section. 

JTurrell_0-1694775267916.png

 

0 Avaliação positiva
JigarT
Orientador(a) | Parceiro
Orientador(a) | Parceiro

Meeting filters

resolver

@JTurrell 

 

Please let me know apart from the meetings tool in HubSpot from which source contacts can book a meeting with you then only I will be able to provide the exact solution!

Jigar Thakkar

Chief Business Officer

HubSpot Wizard | Community Champion

mobilePhone
+91 9082479770
emailAddress
jigar@insidea.com
website
www.insidea.com
0 Avaliação positiva
JTurrell
Participante

Meeting filters

resolver

Occasionally, team members will simply share a Google calendar invite with the person they're meeting so it isn't 'tracked'. However, when this happens, we will log that a meeting has happened with a particular contact (as shown in the image I sent. So, to clarify, I'm looking to filter through any 'logged' meetings as well as meetings booked through the Hubspot system.

0 Avaliação positiva