Having a template body for writing NOTES

[PankajSharma]

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: 

• Spoken to(mother/father):
• Talked about: (student name, or if you can write under the DEAL NOTES then not needed): 
• Content or details of discussions in main pointer format(try to write in keywords format-for example Mother inquired about the Refund policy, or clarified about auto-renewal or Conveyed one-time discount): 
• Next action if any followed by a TASK(if required): 
• Any step that you will take next: 
• Any important details other than the above (that need the next person who is the owner to look at): 
  
  This way a lot of time shall be saved and all important info can be put into the NOTES, THNX
  Waiting for a revert for help on this or an action

[karstenkoehler · Accepted solution]

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!

[PankajSharma]

Hi @karstenkoehler 
thnx for the reply
But is it available in started accounts? 

[karstenkoehler]

Hi @PankajSharma, yes, snippets are.

[PankajSharma]

Are these available on non paid seats? 

[karstenkoehler]

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!