Hi,
We have 6 sales team members. They all have an GSuite account on our domain and a Hubspot account per user. How can we monitor incoming email when one or more of our team members is not at the office?
Thanks for your help.
Best Regards,
Tim
If the person is responding to a tracked email, that email will show in the contract record, however you wouldn’t necessarily get the notification to know and look at that, but that activity should show on the sales dashboard. Keep in mind that your visibility settings will need to be set up appropriately if you want people to see info on accounts that they do not own or are unassigned.
You could add some extra functionality on the GSuite side of things using filters/forwards as well if there are specific subject lines and/or phrases you are specifically looking for.
Hope that helps!
Josh
I may be having a simular issue. I have set up my sales team with their individual gmail accounts and have linked them to my HubSpot account. I want to track the customer engagment based on opening emails for each employee. When I send a message I can see when that message is opened and how freguently. The opens to do not show up under the customer timeline.
When my employees send emails, they send them tracked and can see the engagement under their account but I cannot. I have to log into their account to see if these customers are opening the emails.
Is there a way I can set this up so that when my team sends emails that are being tracked, I can view the tracking under my administrator account without having to log into their Hubspot acounts?
Hi @macwinpro,
Are you seeing any emails being associated to contact records?
No I am not seeing any emails associated with contact records.
There is likely some sort of issue with the email connection. Can you manually BCC a conversation in by emailing a contact and in the BCC field enter YOURHUBID@bcc.hubspot.com? If that conversation doesn’t show up, then there is likely a bigger issue.
Note: plrease replace YOURHUBID with your actual Hub ID which is likely a 7 digit number that you will see in the upper right hand corner.
Josh
Thanks for the info. I’ll try that. Just to be clear though, I am not sending emails as “log” only “track”. I want to see when messages are opend even when sent through my employees email address. Should I use both log and track?