I have saved lots of contacts previously and I have used specific terms in the notes to idetify the source of each contact.
Is there a way for me to find these contacts again by searching for the note content? so expample if I am looking for the word “September” and the system will list all the contacts that have the word September in notes?
Thanks
Hi @IMcKenzie,
The HubSpot search includes notes
Search within your HubSpot account
Alternatively, you can build lists and reports based on keywords. This will however not be as fast.
List example
Report example
(Custom report builder, using contacts and activities as data sources)
Best regards
Thank you for your quick reply.
I am trying to put them in static lists now so I am just trying to search for the contacts that I added before to populate the lists. That’s great I can search. Will try that now.
Thanks