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22 August, 09:22

If you don't have access to the playbooks tool, which free Sales Hub tool would be your best choice for inserting an outline into your call notes?

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Answers (1)
  1. 22 August, 09:43
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    Snippet

    Explanation:

    Snippets are small-max. 500 character, reusable text blocks that you use in communication, business and contract records, and also message models, text conversations.

    They are most often used alongside templates. If you would like to retain one small piece of text the same as in an email template but change most content regularly, snippets are made for that.
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