Hi, i’m new to using CRM with outlook. All emails are sent from outlook and as a small company we always include each other in cc or bcc. I’ve noticed that Hubspot only seems to show our own company ID on the right hand side Hubspot Sales window. It seems to be looking at the company in the CC section rather than the To: section.
If i delete my colleagues from the CC section, then the info changes to the person/company in the TO: section.
The question is, what is it logging when i cc in my colleagues and/or is there a way to prevent it from looking at the CC section as all my main customers will always be in the To: section.
Thanks in advance.