HubSpot sales task pane for Office 365 outlook for web obscures message

Smart CRM & Sales Hub Outlook Sales Extension
1

This article explains that the add-in task pane must be open in Office 365 Outlook for web browser when you send a logged and tracked email: Customize HubSpot Sales Office 365 add-in settings

However, the add-in task pane obscures the message you are trying to compose or read. Because of this, most of my team therefore close the task pane when composing or reading an email which therefore means the emails are not logged or tracked.

Is there a way to fix this?

Thanks,

Emma

2

Hi Emma. This may sound like a silly question, but have you tested this? I haven’t experienced that the pane needs to be pinned open in order to track and log. It just needs to have the settings correct, and the user must be singed into HubSpot (which I do in a different tab to make sure I stay signed in) for the tracking and logging to work. But since the article says it needs to be pinned, I could very well be wrong. If that’s the case, I’d suggest posting this in the ideas forum here. The product team monitors those pretty closely.

3

Hi Dan, thank you for the reply!

Yes I have tried that, I have played around with various options / settings but the pane needs to be open and pinned to automatically log and track emails when composing.

Thanks for the suggestion, I will try the ideas forum :slightly_smiling_face:

4

Such a bummer. Sorry I didn’t have an easy fix. Post the ideas link here and I’ll upvote, comment and share. Cheers!

5

Thanks Dan!

It’s here: https://community.hubspot.com/t5/HubSpot-Ideas/HubSpot-sales-task-pane-for-Office-365-outlook-for-web-obscures/idi-p/722155/highlight/true