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TAP FORMS NOTE FIELD HOW TO
TAP FORMS NOTE FIELD UPDATE

The activity will now appear on the record's timeline.

Once you're filled out your activity or note, click Log activity or Save note.Click the Associated with dropdown menu to search and select records you'd like to associate with the activity or deselect records to dissociate them from the activity. The activity will appear on the timeline of records selected in the Associated with dropdown menu.In the toolbar at the bottom, click the icons to format your text or insert a snippet, link, or image.

TAP FORMS NOTE FIELD UPDATE

To update the date and time of the activity, click the Date and Time dropdown menus.

To categorize the meeting's goal, click the Type dropdown menu and select its type.

To categorize the meeting outcome, click the Outcome dropdown menu and select the outcome.

To add another person to the meeting, click the Attendees dropdown menu and select the user.

TAP FORMS NOTE FIELD HOW TO

Learn more about using a HubSpot provided phone number to receive incoming calls forwarded to your personal device, or how to make outbound calls from HubSpot.

To indicate whether this was an inbound or outbound call, click the D irection dropdown menu.

To categorize the goal of the call, click the Type dropdown menu to categorize the call's goal.

To categorize the call's outcome, click the Call outcome dropdown menu.

Depending on the activity, select Log a call, Log an email, or Log a meeting.

In the left panel, click addLog L Log or description orNotNote to create a new activity or note.

If your account has more than one custom object, hover over Custom Objects, then select the custom object you want to view.

Custom objects: In your HubSpot account, navigate to Contacts >.

Tickets: In your HubSpot account, navigate to Service > Tickets.

Deals: In your HubSpot account, navigate to Sales > Deals.

Companies: In your HubSpot account, navigate to Contacts > Companies.Contacts: In your HubSpot account, navigate to Contacts > Contacts.Log a call, note, email, or meeting on desktop When you connect with a contact outside of HubSpot (e.g., a last minute meeting with a client that wasn't booked), you can manually log the activity or a note in any record. These activities are logged on records automatically. In HubSpot, you can set up meetings, call, and send one-to-one emails with a contact.