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

Below is the answer and explanation for when making a call from hubspot CRM, what’s the best way to take notes during a call?

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 note taking is unnecessary.

Correct answer

Use the notes area that appears during the call to type notes. ✅

The above answer is related to HubSpot sales software certification. You can find all the updated questions and answers related to HubSpot sales software certification exam on the “Hubspot sales sofware certification answers” page. If you find any error or update in question or answers, do comment below and let us know. We will update the answers as soon as possible.

Learn more about HubSpot sales software certification exam: https://academy.hubspot.com/courses/hubspot-sales-software

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