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How to Add a Note

Learn how to add a note on a ticket

In HubSpot CRM, adding a note to a ticket is a simple way to share additional context, updates, or details with the team. Notes can be used to clarify the request, record key information from a client conversation, or provide instructions for the team handling the ticket (e.g., support, operations, or compliance).

Adding a Note


Step 1.

  • Open the Ticket you wish to add a note to and navigate to the "Activities" tab.

Step 2.

  • Once on the "Activities" tab, select the "Notes" tab.

Step 3.

  • Once on the "Notes" tab, select "Create Note".

Step 4.

  • After selecting "Create Note", a pop-up will open, prompting you to write a note.

 

Step 5.

  • After writing your note, simply select "Create note" to publish your note on the ticket.