Contacts

Pin a note in contact, company, deal, or ticket records

Last updated: February 11, 2019

You can pin one note to the top of a contact, company, deal, or ticket record timeline. A pinned note will appear on the record timeline for all users in your account. There can only be one pinned one for each record.

Please note: notes are the only type of timeline activity that can be pinned to the top of a record. Pinned notes will not roll over and appear pinned on associated records.

  • In your HubSpot account, navigate to your contacts, companies, deals or tickets.
  • Click the name of the contact, company, deal, or ticket record.
  • Locate the existing note you'd like to pin, or create a new note by clicking Note description in the left panel.
  • Hover over the note and click Pin Note.
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