List /report of deals showing the latest note

[Edyta7510]

Hello All, 

Is there a way to visualize deals (either through Deals list view or any Report) to show the latest note on each? 

I cannot quite figure out how to do it, but our users are really asking for it!

Thanks

[Edyta7510 · Accepted solution]

Hi @PamCotton I actually got my question answered with the help of HubSpot support. 

I created a report using Deal + Sales Activity Data. 

I pulled "Notes body" from Sales Activity Data. I'm able to filter it to see the notes that were updated in the last 7,14 days. 

The display is a little clunky, but for now it does the job. I'm following-up with the support team to make it a little more user-friendly. 

[PamCotton]

Thank you @Edyta7510 for providing us your solution! This will help future users in need to solve their matter also.

Kindly,

Pam

[PamCotton]

Hello, @Edyta7510  I  wanted to add a few top experts to share their ideas here @webdew, @Jonno_Price what would you recommend to @Edyta7510? Thank you!

Pam