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.
