The concept



By having a ‘pinned note’ at the top of a HubSpot contact record, you’ll see at a glance what’s happening for that contact. It’s a simple tip, but makes assessing a situation so much quicker. You can also combine this with using Snippets, making the process even more efficient.

  • What information would you like everyone to have available for a Contact?
  • How can you use that information to build better relationships?
  • Where are people storing information now (e.g. on pads) that could be added to a Contact record?

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