Custom Field for Notes in activities feed? How do I solve my form fills going into Contacts Column?
Mar 3, 2020 4:30 PM
I'm trying to resolve an issue where it appears my forms are going to a custom field called "Notes" in the Contact Column. This wouldn't usually be a problem because I can just make my sales team select that new "Notes" field, making it visible. The problem is the notes have no time stamp when this is done and they can easily be overwritten!
This is happening with useful information like the lead's first request!
At the base minimum (since I'm using the free client) I want to know if there's a custom field I can create for multitext that will show in the Activity feed?
Ultimately the problem I'm trying to solve would be setting it up so these important messages like their initial form fills as to why they contacted us are pinned or at least made to appear in the notes section or the Activity Feed.
I have a API zap that's my answering service is using to create new contacts in HubSpot and add notes, but it's all being added to the Contact column and then I'm having to manually go in and copy paste them into a proper NOTE that'll appear in the activity feed, it's really the only major problem we've run into since migrating over to HubSpot. AgileCRM was very simple to set this kind of thing up as well as SharpSpring but I'm finding it very difficult on the free version of HubSpot to do anything remotely like a phone note or client origination note.