Three More updates for a Cleaner Timeline

Timelines in HubSpot are where you track every interaction an individual (or company/deal) has with your business. That’s right: every interaction. Page views, sales emails, list memberships, and over a dozen other things. That amount of info is incredibly powerful.

But, in truth, it can make the timeline incredibly overwhelming as well. For contacts with a ton of interactions, sorting through the timeline to find individual engagements is like trying to track down one specific kid at DisneyWorld. There’s plenty of awesome stuff, but it’s nearly impossible to find the thing you’re actually looking for.

With that in mind, in the last few months, we’ve made several changes aimed at making it easier to find what you’re looking for in HubSpot records. First, it was a rollup of all the pageviews in a specific session. Then, it was a new section for upcoming engagements, cordoned off from the rest of the timeline.

Today, we’ve got three more for you.

      1. Tabs to make tracking engagements down a breeze. Filter for Notes, emails, calls, and tasks with just one click.

      2. The ability to select all the activity types in a certain category from within the filters. Previously, you could only select all activities, or choose them individually --- no category-level “select-all.”

      3. New filtering categories that more closely align with the way you think about activities.

        Before:



        After:

        New timeline categories.png

  

These three changes are now live in all HubSpot CRM portals.

Topics: All Updates, Marketing - All Updates, Sales - All Updates, Featured Updates, Marketing - Featured Updates, Sales - Featured Updates, CRM - All Updates, CRM - Featured Updates



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