Hi @Flora
I hope you don’t mind me reaching out to you directly, but I think you may be able to help or at least offer an update.
We joined HubSpot around 10 months ago and since joining we’ve been unable to fully use HS as a true CRM, the issue we have is around the automatic association of emails to deals.
For example, we have a single main point of contact at most of our customers and those customers place multiple orders with us which exist in various stages of the Sales Funnel. As an email from/to the contact is sent/received its automatically attached to a random five deals where that contact is listed.
This causes emails that are about a single specific deal to be attached to other deals that it doesn’t relate to causing user confusion and delay…and I just can’t understand why you would want this to happen anyway.
As a result, we can’t use the email portion of HS for fear of messing up the deals section, we’re left having to create manual notes to record important information to the relevant deals and or contacts - not exactly how any CRM should be used.
I’m keen to use the full HS email functionality and I’ve seen some comments from you about a potential future fix, we use the desktop client O365 with the HS add-in.
What would be great, would be the ability to choose which Deal an email should be attached to but as a minimum just not auto attaching to any Deals automatically would be a massive step forward and allow us to use HS as intended.
Any help, advice or information you could offer would be very much welcomed.
Many thanks in advance,
Steve