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.
The correct answer is:
- Use the notes area that appears during the call to type notes.
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Sources: HubSpot Sales Software Course
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