Dashboards & Reporting

EGrobe
Member

Can deal notes be pulled into a report? (if not what is best work around)

SOLVE

Hi All,

 

Looking for solution to be able to provide notes from deals along side other metrics like stage, close date, probability, etc. Any body have a solution to leverage notes in a report? If not what is best known work around? Only solution I've come up with is to create a free text field.

 

Thanks for all repsonses

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can deal notes be pulled into a report? (if not what is best work around)

SOLVE

Hi @EGrobe,

 

The notes create via the note feature are available in HubSpot reports. To access them in the Custom Report Builder (Menu > Reports > Reports > Create custom report), select "Sales activities" as data source. You can then filter by "Activity type" = notes. Voilà, notes in reports 🙂

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can deal notes be pulled into a report? (if not what is best work around)

SOLVE

Hi @EGrobe,

 

The notes create via the note feature are available in HubSpot reports. To access them in the Custom Report Builder (Menu > Reports > Reports > Create custom report), select "Sales activities" as data source. You can then filter by "Activity type" = notes. Voilà, notes in reports 🙂

 

Let me know if you have any follow-up questions!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.