Tips, Tricks & Best Practices

ARoefs
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meeting not showing up

resolver

I just started with populating my CRM. 
I logged a meeting (not through Calendar) that took place a few months ago. For one contact (that I entered manually), it IS showing up under 'recent activities'. But for another (that I imported from an excel sheet), a meeting I entered manually is NOT showing up under the 'recent activities'.
What am I doing wrong?

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

meeting not showing up

resolver

@ARoefs yes, that unfortunately seems to be the case.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

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ARoefs
Membro

meeting not showing up

resolver

I am so sorry Karsten, I sent you the wrong screenshot. Sorry! Doing things too quickly here.
But with the link you sent, I think I figured it out. Is it indeed correct that only activities in the last 30 days will show up? I have a free subscription. 

The meeting that I was trying to log, was for last year...

Thank you!

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

meeting not showing up

resolver

@ARoefs I'm not sure what you're referring to here: "Is it indeed correct that only activities in the last 30 days will show up?" – why would you think that?

 

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

meeting not showing up

resolver

Hi @ARoefs,

 

When you manually created the meeting, did you associate it to both contacts? https://knowledge.hubspot.com/records/associate-activities-with-records#associate-an-existing-activi...

 

If yes, can you confirm that you're looking at an unfiltered timeline? https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline

 

When you say 'recent activities', where exactly in HubSpot are you referring to? Can you please share a screenshot?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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ARoefs
Membro

meeting not showing up

resolver

Thanks Karsten.
I created the meetings separately, they were two different meetings.
So one did show up and the other didn't. I'm trying to figure out why.

I'm seeing the one meeting that does show up at that person's contact page (see screenshot). 

 

Thank you!Screenshot.jpg

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

meeting not showing up

resolver

@ARoefs are you sure that you set it as a date in the future? If not, it wouldn't show up as upcoming.

 

Are you seeing the meeting on the activity timeline? https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline (if not, then it's not logged correctly to the contact record)

 

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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ARoefs
Membro

meeting not showing up

resolver

I'm so sorry Karsten, I sent you the wrong screenshot. Doing things too quickly here. 
But from the article you sent me: do I understand correctly that with a FREE subscription, I can only log previous meetings within the last 30 days?
If so, that is then the reason. The meeting I was trying to log for a different client took place last year.

Thank you very much!

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

meeting not showing up

resolver

@ARoefs yes, that seems to be a recent change (February 4th) which applies to the free tools. You would have to upgrade to any paid subscription for older activities to show up.

 

karstenkoehler_0-1739899539776.png

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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ARoefs
Membro

meeting not showing up

resolver

If I can ask you one more question: Does this mean that when I book future meetings, they will disappear 30 days after they occur?
Thank you, problem solved!!!

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karstenkoehler
Solução
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

meeting not showing up

resolver

@ARoefs yes, that unfortunately seems to be the case.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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