HubSpot Ideas


Categorising 'notes' with hashtags

As we start to use HubSpot across more parts of the business (outside of just sales and marketing) we want to capture more and more data/info in HubSpot - in one system that our entire company has access to; that's the dream!


Anyway, our customer success team wants to leave notes on a company record, and categorise the notes (if appropriate). For example, if we want to track customer comments everytime our 'customer support' is mentioned in a meeting/call, then the team would like to add #customersupport to the note.


Then it'd be awesome to be able to filter all notes with a certain hashtag from a central place within HubSpot, without having to trawl through every company or contact record to read each individual note.


We'd then be able to see, at a glance, all customer comments about #customersupport and perhaps other important info like product requests or roadmap input...

1 Reply
Member | Diamond Partner

I am upvoting this. Not only using hashtags but also give a category/type just like we have with Calls and Meetings.

This way companies can report on certain outcomes.