Hi, we are working with agency clients. One contact is responsible for some customers. If we are logging a mailing, the email is saved to all customers of this contact person. How we can differentiate in a automatically loged mail the specific customer?
At this time, if you log an email on a contact record, it will also be pushed to any deals that are associated with that contact. There isn't currently a workaround available, however our product team is aware that not every email sent to a contact is always related to every deal associated with that contact. Because of this, they are trying to develop a solution that will allow more control over which emails show up on deals. I'm unable to provide a timeframe for when the product will be changed to allow for more customization, but hopefully it won't be too long!
Welcome to the Hubspot Community and thank you for your question.
I might need a bit more context to fully understand your question. If possible, could you please walk me through your process with more detail (possibly links to example contacts).
Our client https://app.hubspot.com/sales/2865391/contact/1301/ is an agency contact and responsible for some clients. If we want to log the email communication we have a problem. Because the mailings are listet on all deals from the contact person.
At this time, if you log an email on a contact record, it will also be pushed to any deals that are associated with that contact. There isn't currently a workaround available, however our product team is aware that not every email sent to a contact is always related to every deal associated with that contact. Because of this, they are trying to develop a solution that will allow more control over which emails show up on deals. I'm unable to provide a timeframe for when the product will be changed to allow for more customization, but hopefully it won't be too long!
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