Hello! I’m responsible for delegating new clients to other members of my team, and they have a habit of forwarding their responses to my inbox. As a result, their contacts are being logged into my contact list as well.
Is it possible to filter contacts by forwarded emails, so that I can assign them to the correct person in my contact list?
Thank you!
I’m a bit confused about your process. So as an example, lead comes in and you are assigned as the owner. Then you re-assign the Contact Owner to the team member. At this point what exactly are they forwarding back to you? If you assigned them as owner unless they are assigning them back to you how are they ending up as back on your list?
Right now my team member is not registered in Hubspot, so I’m using a separate lead status “delegated” to represent contacts being delegated to them. Ideally I’d like to find all contacts in my list that they have replied to, and bulk-change their status to “delegated”
Hubspot can’t track replies if the the inboxes are not connected which requires them to have a user account in Hubspot. Because Hubspot does not charge per user account, you may want to consider adding these members as users to be able to more accurately assign and track the contacts in your system.