Stored
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?
