Sales Hub Tools

TKCohen
Participant

How to Create Note from Deals Board

SOLVE

On the Deals page you click the box of a deal and get the pop up window on the right. Here is where I want to be able to create a note / log activity. Is there a way to configure the view of this window to be able to add a note to the deal without having to open up the deal window. It would be helpful in my workflow during my team Biz Dev meetings and receiving in meeting notes.

 

Screenshot 2023-12-21 at 8.43.24 AM.png

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

How to Create Note from Deals Board

SOLVE

Hi @TKCohen,

 

This is currently not possible and this can't be configured either. You would have to click 'View record' in the bottom right corner and log the note right on the deal record.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

View solution in original post

0 Upvotes
2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to Create Note from Deals Board

SOLVE

Hi @TKCohen,

 

This is currently not possible and this can't be configured either. You would have to click 'View record' in the bottom right corner and log the note right on the deal record.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
TKCohen
Participant

How to Create Note from Deals Board

SOLVE

Quite unfortunate. Thanks for your quick response.

0 Upvotes