We have standard criteria for sales calls that we want to capture and filling out a template within a note would be very convenient. Adding a bunch of custom fields to a deal doesn't really do the trick either because it requires a lot of scrolling to view all info in the left-hand banner and those fields are not formattable.
We have access to pinning of notes through the beta (very valuable) and I'd love to pin this template to the top of every deal.
Totally agree this would be a great feature. Our sales team also has specific questions they try to get answered during a call. Some of this data would be great to have as contact properties as well. However, adding all this to the about section would be too much. Having the ability to load a form template within the notes section would be great. When saving, it would update the corresponding contact properties, but also save the data in the note activity on the timeline (similar to how form submissions look).
I've got a very similar request so I'm piggybacking off of this; in addition to a drop down for customizable text-based templates for Notes, I'm looking for templates for logging call activities as well as Tasks. We use the Log Activity > Call or Email tool in the CRM to log all customer calls and having a template (that could also be auto-loaded by default!) would be fantastic. We also use the Task feature for structured requests, so a drop down for Task templates would also be useful. See screenshots for examples of the type of text-based template we'd want to customize for.
Completely agreed! Will try to get more votes on this so it is created.
We need a (customisable) template that pre-populates for our sales team to leave notes and then pin it for the next team. At the moment, we are just manually copying and pasting. Would be great if we can create a template instead.
This would make using Hubpost in a consistent way across multiple teams much easier! Relying on individual manual entry to be uniform is optimistic at best, and doomed to failure at worst.
There is certain information I have to input before handing of a scheduled demo to my AEs and having to copy and paste the template everytime is a waste of time! Please add this feature.
Looking for the same thing as Wilkins here. Notes templates that we can pin to a deal to help our sales team ask the right questions and record the information correctly
I was thinking the same, but actually Snippets is fantastic and we use that for all our sales calls now, using the different hashtags depending on the nature of the call or where they are on a Deal board.
Yes, this would be a big winner in our organization to capture the answers to the same question. The new Account-based Marketing tool has so new properties that are helpful, but our Account Management team would benefit from expanded information from multiple interactions in the Notes. Right now this information is scattered and not uniform in the CRM.
@louischausse, I tried snippets. However, they are limited by lenght so you had to break it up into chucks and it wasn't really much of an improvement to standardizing or productivity. What I envisioned back in 2017, when I supported this idea, was rolled out in the release of Playbooks. I wish they had rolled it out to all versions and just limited the number of templates you could create at each level.
