+1,500 Users at Seeff
This is an abolute essential. AND in addition - at the very least, make the Notes visible in List View under the Deal > Notes Column, the same was Deal > Tasks are (aving the date of the Notes here is NOT helpful).
Shaun
+1,500 Users at Seeff
This is an abolute essential. AND in addition - at the very least, make the Notes visible in List View under the Deal > Notes Column, the same was Deal > Tasks are (aving the date of the Notes here is NOT helpful).
Shaun
Following. Highly interested.
Def. something that is missing in Hubspot right now! It would make things a lot easier! ![]()
This would be an incredible time saver for customers and a great addition!
get off the pot already and add this feature please
100% - would be super helpful to have a way to SEE existing notes in the preview bar in Deals.
Totally agree, for sales racking a quick view of notes makes meetings efficient and causes much less pain! Please implement asap
Totally agree, for sales racking a quick view of notes makes meetings efficient and causes much less pain! Please implement asap (Just adding another voice to get lost in the many!)
Hello HubSpot community members!
My name is Vaishnavi and I’m a Product Designer at HubSpot. Nice to meet you
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Thank you for your feedback. We’re in the process of redesigning the CRM board view. To help understand your board view needs, could you please take this short survey?
Thank you!
Is this still on the radar - definitley a need for us too!
Would love to know if this has been implemented yet!
This is so needed, incredibly important for making sales managers lives easier. Also need a functionality where on dashboards you can create reports that not only read the latest notes / activities / tasks, but also allow to create them.
Yes!
My work-around at the moment is to use the deal description field. Our process is to copy/paste the note here.
Also, if you did a pinned note, you can move that up the sidebar in the deal preview and that will allow you to edit from here as well.
If you pin a note, you can view and amend it from the deal preview
Good afternoon everyone
I am brand new to this forum and am slightly confused,
I posted an idea about the deals page similar to what everyone is discussing above and was advised it overlaps and i should visit this page but i see that the original post was from July 2020 and the first time anyone from hub spot came back on it was in SEP 2024?
surely I am missing something, are people being contacted privately by hub spot or whats the point of putting it on here?
Having to click in to deals every time you want to see something is counter productive and so slow, we need to be able to see an abreviated note on the deals page showing so if you are having a meeting you can quote quickly what the next action/task.
Good afternoon all,
I am quite new to this and a little confused
I posted the idea below yesterday and was redirected here by Hubspot as it "overlapped " with a similar idea which looks like it was posted in Jul 2020
and wasn’t replied to by hubspot till SEP 2024, Surely that cant be right?
Does Hubs spot contact people separately to say if the idea is being worked on?
can you please advise,
many thanks Joe
Title:
Show Activity Details body (Note/Task/Email) on Deal Board/Index Page
Body:
Currently, on the deal index and pipeline board pages in HubSpot, we can only see recent activity types and timestamps (such as “Note 3 minutes ago” or “Task 6 days ago”). However, we cannot view the actual contents (body) of the note, task, or email from the board or index view. It would greatly improve usability and workflow efficiency if users could configure the deal board or index view to display the content/body of the most recent note, task, or email activity directly on each deal card. This would reduce the number of clicks required, give our team instant context, and speed up our sales and support processes.
Requested Feature:
any updades on this, at present we add notes to a feilds on deal data on the left. This would allow us to use notes… if implemented.