HubSpot - Notes

Checking notes in HubSpot is critical for maintaining an efficient sales process, enhancing team collaboration, and delivering a personalized customer experience. Here’s why it’s important to regularly check and review notes in HubSpot:

Reviewing notes gives sales reps a clear understanding of past interactions with the lead or customer. This ensures that the rep is fully informed about previous conversations, preventing the need to ask repetitive questions and providing a seamless customer experience

Notes often contain important details about a lead’s specific pain points, preferences, objections, or interests. Checking these notes allows sales reps to tailor their communication to address those points, making interactions more relevant and engaging. 

How to view notes in HubSpot:

1. From your HubSpot homepage, click on the customer's name to expand profile. Fro the customer's profile you may view notes from the "Activity" tab or the "Notes"

2. View from the "Activity" tab" Take note that from the activity tab information you will see will not be limited to just notes that were left on the account as this tab will show footprint of other activities done and communications made to the customer like emails

3. View from "Notes tab". From this tab information you will see are limited to notes that were left by the team