Jan 17, 2023 2:48 PM
Hi Team,
Can we have a templated formated for NOTES when you go to a DEALS/CONTACTS and click on CREATE NOTE, so that when a use comes and clicks on it, he/she just needs to fill in the information. for example like below:
Solved! Go to Solution.
Jan 17, 2023 2:52 PM - edited Jan 17, 2023 2:53 PM
Hi @PankajSharma,
HubSpot has a feature that works nicely in this situation: snippets. https://knowledge.hubspot.com/conversations/use-snippets
You would create a snippet for your template and could always call that snippet in a note by typing #nameofyoursnippet.
In Professional subscriptions there are also playbooks which guide a user through specific questions: https://knowledge.hubspot.com/sales-tools
Best regards!
Karsten Köhler |
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Jan 17, 2023 2:52 PM - edited Jan 17, 2023 2:53 PM
Hi @PankajSharma,
HubSpot has a feature that works nicely in this situation: snippets. https://knowledge.hubspot.com/conversations/use-snippets
You would create a snippet for your template and could always call that snippet in a note by typing #nameofyoursnippet.
In Professional subscriptions there are also playbooks which guide a user through specific questions: https://knowledge.hubspot.com/sales-tools
Best regards!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Jan 17, 2023 2:54 PM
Hi @karstenkoehler
thnx for the reply
But is it available in started accounts?
Jan 17, 2023 2:56 PM
Hi @PankajSharma, yes, snippets are.
Karsten Köhler |
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Jan 17, 2023 3:24 PM - edited Jan 17, 2023 3:24 PM
Are these available on non paid seats?
Jan 17, 2023 3:36 PM
Hi @PankajSharma,
Yes, up to five snippets. Have you reviewed the link about snippets I shared earlier? It includes all of this information.
Best regards!
Karsten Köhler |
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