Account & Settings

mooreoptions
Member

Need to Sync CRM with my team

SOLVE

Just set up new account. Clicked on CREATE DEAL > msg popped up asking if I wanted to SYNC the CRM with all my future emails/team.

I clicked NO.

I needed to click YES.

How can I fix this?

0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Need to Sync CRM with my team

SOLVE

Hi @mooreoptions 

 

You can and your team can connect your individual email inboxes, for email logging etc, to HubSpot at any time by following the instructions here: Connect your inbox to HubSpot

 

Hope this helps.

Phil Vallender | HubSpot Website Agency

View solution in original post

1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Need to Sync CRM with my team

SOLVE

Hi @mooreoptions 

 

You can and your team can connect your individual email inboxes, for email logging etc, to HubSpot at any time by following the instructions here: Connect your inbox to HubSpot

 

Hope this helps.

Phil Vallender | HubSpot Website Agency