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.
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
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