When Making A Call From HubSpot CRM, What’s The Best Way To Take Notes During A Call?

By | February 17, 2021

When Making A Call From HubSpot CRM, What’s The Best Way To Take Notes During A Call?

  • Add a note to the contact record.
  • Update the “Last Call” property on the contact record.
  • Use the notes area that appears during the call to type notes.
  • The call is automatically recorded, so notetaking is unnecessary.