HubSpot has rolled out some exciting updates to its CRM search functionality. These updates promise to streamline workflows for sales, marketing and customer service teams, making it easier than ever to find and access vital information. In this blog post, we'll dive into these two key improvements and explore how they can benefit HubSpot users across different plans and tiers.
Two Key Updates
- Users can search for specific content within notes on any CRM record, such as contacts, companies, deals and tickets. This enables efficient access to relevant information and streamlines workflows for sales, marketing and customer service teams.
- Searching for custom objects has been enhanced, allowing users to find objects by partially typing the value in the custom property.
Why It Matters
The Global Search feature matches keywords with custom properties, eliminating the need to recall exact property values. These updates benefit all HubSpot customers, empowering teams to work more effectively and efficiently. With the ability to search for specific content within notes on any CRM record, teams can easily access vital information, leading to better service and support for customers.
Moreover, the enhanced searching for custom objects feature enables users to find objects by partially typing the value in the custom property, saving time and simplifying information retrieval. Overall, these updates enhance productivity and the user experience for all HubSpot customers, making workflows and access to vital information more efficient.
If you’d like to learn more about this feature, check out the article below.
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