How to Update Company Notes

  1. Overview
  2. HubSpot
  3. How to Update Company Notes
This article explains how to update the company notes section in HubSpot.

 

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Instructions

  1. Navigate to Sales → Playbooks.
  2. Click on the folder  COMPANY NOTES
  3. Click on the words COMPANY NOTES or hover your mouse, and under the button Actions choose Edit to edit the company notes.
  4. A new window will open. Scroll to the bottom, and add whatever notes you wish.
  5. At the top, choose "publish" to update your company notes.

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Congratulations! You've successfully updated your company notes!

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