Tips, Tricks & Best Practices

NGutgsell
Participant

Save notes combined (Company + Deal)

SOLVE

Hi HubSpot community:) 

 

I am looking for a solution to this kind of problem: 

 

"One thing that is annoying in Hubspot that I haven't found a solution for yet is that when you take notes, they can be saved to either the company or the deal. Either way, you don't see all the notes.

 

Does anyone know if it is possible to combine the notes saving?

 

Cheers, 

 

Nils 

0 Upvotes
1 Accepted solution
franksteiner79
Solution
Guide

Save notes combined (Company + Deal)

SOLVE

Hi @NGutgsell 

 

Are you logging notes within the HubSpot CRM?

You have the option to decided with which associated records an activity should be associated with (see screenshot). So you could just select no other associated records. Is that what you are referring to?

Screenshot 2022-11-28 at 17.43.18.png

 

 

 

 

 

 

 

 

 

Cheers

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project

View solution in original post

2 Replies 2
franksteiner79
Solution
Guide

Save notes combined (Company + Deal)

SOLVE

Hi @NGutgsell 

 

Are you logging notes within the HubSpot CRM?

You have the option to decided with which associated records an activity should be associated with (see screenshot). So you could just select no other associated records. Is that what you are referring to?

Screenshot 2022-11-28 at 17.43.18.png

 

 

 

 

 

 

 

 

 

Cheers

Frank

Found my comment helpful? Great! Please mark it as a solution to help other community users.


Frank Steiner

Marketeer | HubSpot Expert | CRM Consultant

InboundPro

Let's Talk About Your Project
NGutgsell
Participant

Save notes combined (Company + Deal)

SOLVE

Hi Frank, 

 

thanks much for your fast reply! 

We logg the notes within the HubSpot CRM. 

So that works perfectly for us. 

 

Cheers, 

Nils 

 

0 Upvotes