Allow Users to See All Notes

Based on your HubSpot settings, not all users may be able to view Notes created by others. To ensure everyone can see Notes generated by Piper, you’ll need to update these permissions.

1️⃣ Go to HubSpot and click on Settings ⚙️ at the top-right corner of the menu bar.

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2️⃣ Click on Users & Teams .

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3️⃣ Hover over a user and click Edit Permissions .

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4️⃣ Search for Notes and review the user’s permissions.

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