New to Hubspot.
Trying to figure out how do I keep notes on contacts? Which field do I use for that?
Rather than using a property, which you can do, it is recommended to enter notes about contacts directly into the CRM timeline.
You can now also pin a note to the top of the contact record to help colleagues find important information: Pinned Notes in HubSpot CRM
Hope this helps.
I’ve a similar need and pinned notes are great but I can’t run reports on them. Ideally I’d like to have some information in properties, so I can surface them easily in aggregate reports, but also in pinned notes so that my team can notice them when looking at an account. Does that make sense? Is there a way to do that, or some app that keeps properties and pinned notes in sync somehow? Thank you.
Hi @pgscandeias
Hmm, this is an interesting use case for which I don’t have a ready solution.
I was thinking that you could API notes to a Google doc or similar? You could also see if an integration like HubSpot Marketplace solves for this.
Hope this helps.