When making a call from HubSpot CRM, whatâs the best way to take notes during a call?
Below is the answer and explanation for when making a call from hubspot CRM, whatâs the best way to take notes during a call?
When making a call from hubspot CRM, whatâs the best way to take notes during a call?
- Add a note to the contact record.
- Update the âlast callâ property on the contact record.
- Use the notes area that appears during the call to type notes. â
- The call is automatically recorded, so note taking is unnecessary.
Correct answer
Use the notes area that appears during the call to type notes. â
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