When making a call from HubSpot CRM, what’s the best way to take notes during a call? [UPDATED]

When making a call from HubSpot CRM, what’s the best way to take notes during a call? Question/Answer & Solution

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

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