CRM

MBeers
Membre

Pinned Notes

Résolue

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

0 Votes
1 Solution acceptée
christopher-RVO
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Pinned Notes

Résolue

@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


Voir la solution dans l'envoi d'origine

1 Réponse
christopher-RVO
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

Pinned Notes

Résolue

@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