CRM

CarlosM
Contributor

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It would save time to have options to do certain things within a company record with one click rather than several. For example, to add a note or task you currently have to click 'note' then 'add note'. It might seem lazy but I am adding notes all the time and it would be much quicker to have a separate 'add note' button within the record which would take just one click.

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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

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HubSpot UI 2019: Create a note in a single click!HubSpot UI 2019: Create a note in a single click!

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

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3 Replies 3
MFrankJohnson
Solution
Thought Leader

Shortcuts

SOLVE

HubSpot UI 2019: Create a note in a single click!HubSpot UI 2019: Create a note in a single click!

 

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

CarlosM
Contributor

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Oops!!!

Thank you Frank (for making me look silly). Sometimes the solution is too obvious to notice Smiley LOL

MFrankJohnson
Thought Leader

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Silly wasn't my intention. I just know how it felt when I couldn't find it myself. (head shaking)

Those 'buttons' aren't very intuitive until AFTER you use them. haha 🙂

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!