Hello all, I have a sales profile with all settings enabled to view other team members emails, notes and activity. After refreshing I still cannot view past activity on my accounts. Is there a setting I am missing?
Hi @RobL26 RobL26, Thank you for posting your question!
I have 4 knowledge base articles that explain the most common reasons someone “has permissions” but still can’t see past emails/notes/activity on records.
https://knowledge.hubspot.com/user-management/hubspot-user-permissions-guide
https://knowledge.hubspot.com/prospecting/review-sales-activity-in-the-sales-workspace
https://knowledge.hubspot.com/connected-email/log-your-sent-emails-to-the-crm
https://knowledge.hubspot.com/prospecting/view-your-sales-notifications-in-the-activity-feed
I’m tagging a few community experts who may be able to share additional insight. Hey there @matthew-aire @ArisudanTiwari @karstenkoehler, any thoughts here?
Thanks!
Victor