HubSpot - Leaving Notes

Leaving notes in HubSpot is an important practice that enhances sales efficiency, team collaboration, and customer relationship management. Here’s why keeping detailed notes in HubSpot is crucial 

Notes help the team track important details from calls, meetings, or emails. This allows them to recall past discussions and pick up conversations where they left off, ensuring consistency and a smoother experience for the prospect. 

By keeping notes, sales reps can personalize follow-up communication based on previous interactions. Knowing a prospect’s specific pain points, preferences, or objections helps craft more relevant messages that resonate better with the lead 

How to create notes in HubSpot:

1. From your HubSpot homepage choose the customer profile you'd like to update and click their name to expand their profile.

2. On the customer's profile, click go to the "Notes" tab and click on the "Create Note" button. A note box will pop up and from there you can type in the note you'd like to leave on the customer's account. Click the "Create note" button once done