HubSpot Ideas

jmcdonald

Filter Notes, Meetings and Calls by Key words

It would be great to easliy find what you are looking for by having a search bar to enter Keyworks. Having to look through all your notes, meeting and calls to find the info you are looking for is a pain. Possibly a seach bar similar to outlooks seach would be wonderful 🙂

1 Reply
sprofessional
Member

My example:

Company notes were sometimes updated with the word 'declined' but our official company property "Type' wasn't set to 'Not Interested'. I need to search across all companies for those with notes that use the keyword 'declined' so that I can properly set the relevant property for future filters/reports, etc.