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Managing User Activities in Team Activity Timeline Reports

A Guide to Resolving Activity Visibility Issues in HubSpot

Purpose

This article provides guidance on resolving common issues with the 'Team Activity Timeline' report in HubSpot, focusing on user activity visibility and effective filter management.

Problem Overview

It is not uncommon for users to notice that activities from account managers or other team members do not appear in the Team Activity Timeline. This issue can often be traced back to applied filters that limit visibility to only primary team members.

Solution Steps

  1. Check and Assess Applied Filters

    • Begin by navigating to the 'Team Activity Timeline' report.
    • Look closely at the current filters in place. If any team-specific filters are applied, these may restrict visibility exclusively to primary team members' activities.

  2. Modify Filters as Needed

    • If you identify filters that are excluding certain user activities, consider removing or adjusting them.
    • For optimal visibility, adjust the filters to include all relevant team members so you can see the full range of activities.

  3. Refresh the Report

    • Once you’ve made the necessary adjustments to the filters, refresh the report. Verify whether the previously missing activities are now displayed.

Additional Considerations

  • Ensure that all users are actively engaged with the system, as inactive users (those with sporadic logins) may not appear in the activity logs consistently.
  • It’s important to note that historical activities related to deals must be manually associated if they were logged prior to the creation of the deal.

By following these steps, you can effectively troubleshoot visibility issues in the Team Activity Timeline report and enhance the tracking of team interactions.