Contacts CRM Setup
Last updated: July 15, 2020
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In HubSpot, you can add notes to records. Mentioning a team member in your note helps to alert them to the note.
However, notifications are only sent when the note is created. If you edit a note then save it, users that are mentioned will not receive notifications.
Please note: mentioning your own user will not send you a notification.
The mentioned user will receive a notification based on their notification preferences.