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If Hub is meant to be the single source of truth to follow...
- Use the 'Quick Note' feature in the pipeline to instantly add notes for a prospect.
- For more detailed notes, click on your chosen prospect in the pipeline, select 'notes', enter your comments, and then click 'Add note' to save.
Being able to see a list of tasks that have been created for me or by me for members of the team would be really useful.
Your insights are incredibly valuable, and I'll make sure to convey your suggestions to our product team for consideration. We're always looking to enhance our platform based on the needs of our users, and your input helps us do just that.
Once again, thank you for your detailed feedback. If you have any other suggestions or concerns, please don't hesitate to share them here.
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