Mar 30, 2022 10:34 AM
We discovered this hack a couple of months ago. We hadn't realised how powerful HubSpots search functionality is across notes. With this discovery we started to use Hashtags, to help find certain information faster.
Our best use case of this has been how we now ensure product feedback is recongnised with a hashtag so that it's easily searchable in HubSpot and any team member can use it.
I have put togther a short video below detailing how this works:
I hope this helps you and your team.
OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps
2 weeks ago
That's sweet. As you said Dan, I knew Notes was searchable, but hadn't come across a use case to make me consider it deeply. I have now. And you helped me solve it. A great humpday result.
2 weeks ago
Biggest win in this particular use case is that it brings together two business functions within HubSpot. Always a good idea to stay in the good books of the product team 🙂
3 weeks ago
I've used unique words to remember a note before to access via search, but never thought about using a hashtag, thank so much for sharing this!
a month ago
This my friend get you a whole pan of brownies!
I love it and will be using this in the future.
Mar 31, 2022 4:57 AM
Thank you for sharing @Dan1 this is great! 🙂