YES! We need this feature for all properties: Company, Tickets and Deals.
VOTO ARRIBAAAA!
Es una solución que necesitamos!
yes please. Also like the pinning note idea
Would love to have a workflow where you can automatically associate notes in the company with contacts and the other way around. We have companies with notes from an import from a previous CRM, and would love to have these notes automatically be associated with the contact.
Vote
would love this and be able to Pin it to a company record!
I found this idea because a customer requested it. So, yes, please!
This would be incredible useful and should definitely be added!
I would also like this functionality.
Bump
Please add this! Would be great!
Yes this would be a great feature.
Definitely needed! Also please include the possibility to pin the created note at the top of the timeline from a workflow as well.
would be amazing!
Upvote +
Would love if this was a thing in HubSpot
This is exactly what I need right now! To alert our sales team of any issues on the accounts so they are aware, I wanted to automate this process to add a pinned note to the top of the record. Very surprised this isn’t already a feature!
This would be great to have!
Our use case is below;
Apart from the sales generaded by sales team, there are self applied customers that go straigh to end stage in a pipeline. But, for the record we still need to update the conatct/ deal owners (someone in the sales team) based on the customer’s location etc. The sales person then need to be notified (possibly with a note in contact and deal) instructing them not to contact the customer as the business is already finalised. Communication channel for such cases is different.
I was looking to modify one of of our existing workflows to acheive this goal, and just realised ‘Add note’ feature is not available. Pretty frustating as it seems to be a basic.
Upvote! Would be extremely helpful, especially if we are able to automate the note to be pinned at the same time. Look forward to seeing this in development!
Would agree that this functionality needs to be added to tickets. We occasionally get stuff where the ticket is moved automatically via workflow, and there isn’t a good way to tell the rep on the ticket why it was moved. Yes we could send a mention, but that doesn’t work if they aren’t going to tackle the ticket immediately.