What’s interesting is the feature exists and it’s actually in place for the Admins of HubSpot, it just hasn’t been rolled out to the general public some reason? Tim is the original HubSpot support person I was working on with this and I got this response today:
I looked into why this option was only visible to Tim and not yourself, and it looks like at this time, this feature is internal-only for support reps.
It’s a really simple feature and would a nice way to link meeting notes for a C-Level person to be able to read as opposed to simply sending them the link to the company and make them search for it.
@hubspot can we please escalate this function? Is there an explanation that can be provided as to why this isn’t a standard function? All major HubSpot competitors have this function in their entry, standard offering.
At this point my company is incorporating another platform to be able to have this functionality to easily track and link to important activity throughout the life of the partnership with clients. That basically defeats the purpose of a CRM if you can’t easily find the information you need for a particular customer. @hubspot please add this functionality on the User end
+1 This feature has so many great use cases. Personally, this would save me untold frustration and about 30 minutes per day of clicking and scrolling and filtering and unfiltering and searching the activity timeline.
Adding my two cents here, often I need others in my company to see or have easy reference to a specific note on a contact. Need ability to send them link to that specific note. Thanks!
Tracking all of these activities is almost useless if I can’t point someone else to an important email/call to get caught up quickly.
+1 to making this happen
The ability to copy the link is indeed listed under the action drop down of the individual activity. However, someone still has to go to the contact record, find the specific activity, open the activity and then copy the link. Would be much easier if it was similar to a Company, Contact or Deal link in which users can create activity reporting (with a direct link to a specific activity). This way we can filter by specific meeting types and then directly go to specific activities.
. I feel like this was just recently added!