Hi,
I’m using HUBS for the first time (free edition) for a very small company I’m consulting for. Where is the best place to update the opportunity with additional information and next steps? Task?s
In salesforce there was a field with “next steps”. Ideallly I’d like to have a next steps “field” on each opportunity
All comments, suggestions to video etc are welcome
Tks,
Neal
Hi @NDooly,
In the free CRM, you could simply create a custom multi-line text property and place it in the left sidebar:
This works especially well if you want to see this information in the list view of the deal index page.
Alternatively, you can also create a note and pin it to the top of the deal record: Pin an activity on a record
Let me know if you have any follow-up questions!
It was helpful, thanks. It would have been even more helpful to mention that there is a a prebuilt property called “next step” which can be added to the deal information. Tks, Neal