CRM

kgabriel
Participante

Reporting on pinned notes

Hello, 

 

We would like to be able to report on pinned notes, right now you can only create views off of all "note body" or have a manual step by our sales team to check a box saying they "pinned a note". 

 

Does anyone have any solutions to best create a view/report similar to this:

Column 1 - account name (ex: NBC)
Column 2 - open opp name (ex: Cloud Migration)
Column 3 - open opp amount (ex: $100K)
Column 4 - pinned note
4 Respostas 4
SComeau
Top colaborador(a)

Reporting on pinned notes

We really need this functionality! Please

0 Avaliação positiva
TiphaineCuisset
Gerente da Comunidade
Gerente da Comunidade

Reporting on pinned notes

Hi @SComeau 

 

Thank you for reaching out. 

 

This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our Ideas Forum regarding this. You can also give it a comment and subscribe to the idea (Options > Subscribe) to get notified if the status changes. 

 

Thank you!

Best

Tiphaine


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charmcgov
Participante

Reporting on pinned notes

Would also love the option to report on pinned notes!

0 Avaliação positiva
alina1205
HubSpot Employee
HubSpot Employee

Reporting on pinned notes

Good afternoon, 

 

At the moment there is no option to report on pinned notes. I can see you have added this as an idea and I have made sure to upvote it. 

 

The only way you could report on this is if you stored the pinned note content in a custom property. 

 

Kind regards, 

0 Avaliação positiva