topic Re: A list of email sent in Tips, Tricks & Best Practices

A list of email sent

TBrame — Mon, 12 Feb 2024 15:52:48 GMT

I am new to HubSpot. I am trying to generate a list of the emails that I have sent prospects. It will help me organize my workday. in the same effort, like to get a list of my activities scheduled so that I can see what I have to do for the day. Can anyone help me with this?

Re: A list of email sent

karstenkoehler — Mon, 12 Feb 2024 17:50:56 GMT

Hi @TBrame,

Navigate to Menu > Reporting > Reports > My reports > Create report, then search for "Sales email tracked to my inbox". That should be what you're looking for 🙂

You can save this report to a dashboard after clicking on it and saving it.

Best regards!

Re: A list of email sent

TBrame — Mon, 12 Feb 2024 18:07:06 GMT

Thank you . I'm actually looking for the emails that I sent other people. I follow up on those. Likewise I'm also looking for activities that I've scheduled to contact people. I there Help for that please

Re: A list of email sent

karstenkoehler — Mon, 12 Feb 2024 18:15:46 GMT

@TBrame in the free CRM, options are limited to the report library (Menu > Reporting > Reports > My reports > Create report), I'd recommend exploring here and checking which reports get closest to what you need. You can filter in the left sidebar.

Re: A list of email sent

Lucila-Andimol — Mon, 12 Feb 2024 19:17:50 GMT

Hey @TBrame

if you organize your schedule activies as task in HubSpot

you are going to be able to see them in the Task management area

and in the prospecting tool (if you have it available)

Hope this helps

Re: A list of email sent

Jnix284 — Tue, 13 Feb 2024 02:08:53 GMT

@TBrame In addition to @karstenkoehler's suggestion for using reports, with a free account you can also go to Sales > Tasks to see any tasks you've scheduled for your contacts.

As a best practice, when you email a contact, you can automatically create a follow up task to make it easier to keep track of everything:

Hope this helps!