CRM

MBeers
Member

Pinned Notes

SOLVE

Why is it when a note is pinned to a deal it disappears from the Notes tab? 

0 Upvotes
1 Accepted solution
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Pinned Notes

SOLVE

@MBeers  That is a good question, and seems like something that shouldn't happen. 

I believe this is because the pin is designed to keep all of your most important interactions at the top of your timeline instead of buried under a sub folder. I would recommend submitting this as an idea on the Community Forum.

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!

Christopher Barnett

Founder / CEO

Revenue Operations | WORQFLOW

mobilePhone
(832) 257-4192
emailAddress
christopher@worqflowmarketing.com
website
worqflowmarketing.com
address
17350 State Hwy 249, Ste 220 #6307, Houston, TX, 77064

View solution in original post

1 Reply 1
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Pinned Notes

SOLVE

@MBeers  That is a good question, and seems like something that shouldn't happen. 

I believe this is because the pin is designed to keep all of your most important interactions at the top of your timeline instead of buried under a sub folder. I would recommend submitting this as an idea on the Community Forum.

If this post helped to solve what you were looking for, please mark this as an accepted solution. Happy HubSpotting!

Christopher Barnett

Founder / CEO

Revenue Operations | WORQFLOW

mobilePhone
(832) 257-4192
emailAddress
christopher@worqflowmarketing.com
website
worqflowmarketing.com
address
17350 State Hwy 249, Ste 220 #6307, Houston, TX, 77064