Note capturing for the reports

[SKorotianets]

Greetings,

We are a small team of sales managers, with several project managers that work primarily with Deals. Due to the specifics of the business, our deals could hang out in the pipeline for several months.

We are now having trouble with representing the "fresh" and "last" notes. Several deals might have up to 2-3 notes per week, others could have one per month. How can we capture the last note in one of the reports?

The last idea was to create a property that would store the body of the note. Each time a fresh note is left on the deal, a workflow would be started and re-write the property. The problem here is that I cannot find notes in the available data sources.

Are there any other ideas? Please help.

[tverdokhlib1 · Accepted solution]

@SKorotianets For Notes you can use the "Multiline text" custom property in HubSpot. 

Another option, notes are visible in the activities of Deals/Contacts, so you can simply check the latest note in the Activities tab.

[SKorotianets]

Thank you Anton,

That is not precisely what I am looking for. We can show the latest notes in the Activities tab, and it will show the latest activities today\yesterday or even this week. But it would not help us to find the last note that was added a month ago.

The ultimate goal is to show each deal with its latest note and the date it has been left.

Best regards,

Serhii