Entering personal notesSOLVE
May 13, 2020 1:35 PM
Where can I enter specific notes for other teammates to see about a contact? I have a regular email for a contcat and then a very specific email to be used only for certain things (but goes to the same contact), so I need to let the team know this information about when to use the second email. This info can go on the Company page if need be, esp if that contact were to leave the company.
Solved! Go to Solution.
May 13, 2020 2:52 PM
There is a notes tab on the contact and company record. You can use this for the purpose you are describing and even mention another teammate if you want them to be aware of specifics associated with the contact, company, tickets, and deals.
Here's a screenshot:
I hope this helps!
|Did this post help solve your problem? If so, please mark it as a solution.|
HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer