# Notes on Deal Board view

**URL:** <https://community.hubspot.com/t/notes-on-deal-board-view/22804>\
**Category:** HubSpot Ideas\
**Tags:** crm-objects-contacts-companies-deals-tickets\
**Created:** [July 13, 2020, 9:31pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804 "2020-07-13T21:31:07Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![MattF](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mattf/32/81360_2.png) [@MattF](https://community.hubspot.com/u/MattF)\
**Post date:** [July 13, 2020, 9:31pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/1 "2020-07-13T21:31:07Z")

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Either through hovering over a deal or added to each tile, a view where reps and managers could add notes that would be easily visible through the overall view instead of navigating into the record for each deal.

An in-practice example being: me, as a manager, can add notes to a Deal either by adding in the Board view or on the record itself, but most importantly being able to view them on the Board view.

Keeping track of a rep/team’s pipeline is difficult in itself without having notes as reminders, so this would help alleviate the back and forth of multiple windows being open to see a quick note of where you left off. Possibly even using the “pinned” feature as what to display in the hover over scenario.

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**Author:** ![D1Emily](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/d1emily/32/27089_2.png) [@D1Emily](https://community.hubspot.com/u/D1Emily)\
**Post date:** [May 12, 2021, 6:33pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/2 "2021-05-12T18:33:39Z")

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This would be a very helpful feature for our team as well! We’d love for Notes to be an option in the Deal sidebar that opens when you click on a Deal box from the Deal Board, so team members could update notes on current deals without having to leave the Deal Board screen and open each deal. Especially in a fast-paced review meeting, this just isn’t an option.

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**Author:** ![TWiese](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/twiese/32/44643_2.png) [@TWiese](https://community.hubspot.com/u/TWiese)\
**Post date:** [June 2, 2021, 7:38pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/3 "2021-06-02T19:38:24Z")

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Has anyone found a solution for this?

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**Author:** ![Ucidity](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ucidity/32/79528_2.png) [@Ucidity](https://community.hubspot.com/u/Ucidity)\
**Post date:** [September 24, 2021, 11:46pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/4 "2021-09-24T23:46:38Z")

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It would be great if there was just a little speech-bubble that you click on, quickly enter the notes and it saves across the deal and associated contact without having to open up the full deal. This is important for faced paced sales atmospheres.

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**Author:** ![AAndreou](https://avatars.discourse-cdn.com/v4/letter/a/b9bd4f/32.png) [@AAndreou](https://community.hubspot.com/u/AAndreou)\
**Post date:** [November 2, 2021, 11:14am UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/5 "2021-11-02T11:14:28Z")

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It would be great if this could be implemented - it’s currently taking an annoyingly long time to go into each deal record individually to leave notes

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**Author:** ![CTrimmer](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ctrimmer/32/57633_2.png) [@CTrimmer](https://community.hubspot.com/u/CTrimmer)\
**Post date:** [March 16, 2022, 2:43pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/6 "2022-03-16T14:43:22Z")

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Would love this featuer - I agree. Annoying amount of time to make quick notes.

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**Author:** ![igma](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/igma/32/195110_2.png) [@igma](https://community.hubspot.com/u/igma)\
**Post date:** [May 27, 2022, 10:39pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/7 "2022-05-27T22:39:43Z")

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Need that!!!  
Please implement ASAP

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**Author:** ![LVieira](https://avatars.discourse-cdn.com/v4/letter/l/58956e/32.png) [@LVieira](https://community.hubspot.com/u/LVieira)\
**Post date:** [May 27, 2022, 10:41pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/8 "2022-05-27T22:41:11Z")

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So annoying the multiple windows open to check all the deals… we need a solution please 🙂

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**Author:** ![Nickjpeterson](https://avatars.discourse-cdn.com/v4/letter/n/73ab20/32.png) [@Nickjpeterson](https://community.hubspot.com/u/Nickjpeterson)\
**Post date:** [June 30, 2022, 2:26pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/9 "2022-06-30T14:26:49Z")

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+1

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**Author:** ![ECanet](https://avatars.discourse-cdn.com/v4/letter/e/f14d63/32.png) [@ECanet](https://community.hubspot.com/u/ECanet)\
**Post date:** [October 25, 2022, 2:10pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/10 "2022-10-25T14:10:08Z")

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This would be great

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**Author:** ![sdiprose](https://avatars.discourse-cdn.com/v4/letter/s/c0e974/32.png) [@sdiprose](https://community.hubspot.com/u/sdiprose)\
**Post date:** [November 2, 2022, 2:52am UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/11 "2022-11-02T02:52:03Z")

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Yes. I agree. We use the deal view to talk during our sales meetings and it would be great to add notes and also create tasks and add comments via this view.

Ideally, we want to have all action items out of the meeting put as a task against the relevant deal. This is to be done though without drilling down into each deal and back to the deal view.

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**Author:** ![Kaitlyn23](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kaitlyn23/32/96284_2.png) [@Kaitlyn23](https://community.hubspot.com/u/Kaitlyn23)\
**Post date:** [December 5, 2022, 8:04pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/12 "2022-12-05T20:04:54Z")

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Our organization can defintiely benefit from this as well. Major complaint from my team when they go through their deals to give updates and have to click into each deal to leave a note before moving onto the next one. If not directly in the Deals table, maybe in the Preview sidebar? Please put this in production!

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**Author:** ![Abertranda](https://avatars.discourse-cdn.com/v4/letter/a/57b2e6/32.png) [@Abertranda](https://community.hubspot.com/u/Abertranda)\
**Post date:** [January 19, 2023, 4:38am UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/13 "2023-01-19T04:38:04Z")

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How is this not a thing!

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**Author:** ![JMijderwijk](https://avatars.discourse-cdn.com/v4/letter/j/53a042/32.png) [@JMijderwijk](https://community.hubspot.com/u/JMijderwijk)\
**Post date:** [April 4, 2023, 4:49pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/14 "2023-04-04T16:49:27Z")

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Agree with Kaitlyn23; when going through deals, it is very cumbersome to click on all deals to go through the notes. It would be great to have a preview of the deal; notes, line items, etc.

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**Author:** ![Chervenski](https://avatars.discourse-cdn.com/v4/letter/c/ba8739/32.png) [@Chervenski](https://community.hubspot.com/u/Chervenski)\
**Post date:** [May 10, 2023, 7:39am UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/15 "2023-05-10T07:39:10Z")

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+1

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**Author:** ![ABowk](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/abowk/32/61905_2.png) [@ABowk](https://community.hubspot.com/u/ABowk)\
**Post date:** [June 27, 2023, 8:40am UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/16 "2023-06-27T08:40:25Z")

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This would be very useful.

I would be able to add a simple note to production avout an order so that they could see at a glance in the swim lames

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**Author:** ![JSun74](https://avatars.discourse-cdn.com/v4/letter/j/43a26b/32.png) [@JSun74](https://community.hubspot.com/u/JSun74)\
**Post date:** [July 12, 2023, 4:56am UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/17 "2023-07-12T04:56:58Z")

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It would be super helpful for our business. +1

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**Author:** ![CA3](https://avatars.discourse-cdn.com/v4/letter/c/f19dbf/32.png) [@CA3](https://community.hubspot.com/u/CA3)\
**Post date:** [July 12, 2023, 5:04am UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/18 "2023-07-12T05:04:28Z")

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+1

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**Author:** ![JKnox](https://avatars.discourse-cdn.com/v4/letter/j/e47774/32.png) [@JKnox](https://community.hubspot.com/u/JKnox)\
**Post date:** [July 12, 2023, 2:25pm UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/19 "2023-07-12T14:25:12Z")

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I agree!!! Going in and out of the deals page is confusing and takes time.

It would be super helpful for our business.

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**Author:** ![AdeConinck](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/adeconinck/32/99949_2.png) [@AdeConinck](https://community.hubspot.com/u/AdeConinck)\
**Post date:** [July 31, 2023, 10:20am UTC](https://community.hubspot.com/t/notes-on-deal-board-view/22804/20 "2023-07-31T10:20:04Z")

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+1 It would be valubel to have this visibility on a deal card view - to understand some key blockers or highlight key points

[Next page](https://community.hubspot.com/t/notes-on-deal-board-view/22804.md?page=2)
