CRM

MBeers
Mitglied

Pinned Notes

lösung

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

0 Upvotes
1 Akzeptierte Lösung
christopher-RVO
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Pinned Notes

lösung

@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 - VP of Revenue at Aptitude 8


Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
christopher-RVO
Lösung
Autorität | Diamond Partner
Autorität | Diamond Partner

Pinned Notes

lösung

@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 - VP of Revenue at Aptitude 8