Is there any way to connect an email stream between two colleagues to a contact/customer in order to track a decision or any other info related to that contact/customer? An example may be recording an approval from your manager for an extra discount granted to the customer
The association is by company so if the people communicating are not part of the company, Hubspot won't associate them. You'll want to teach them to add a note to the contact or company record.
-- Corey Smith Directory of Digital Marketing corey@intuitivewebsites.com
The association is by company so if the people communicating are not part of the company, Hubspot won't associate them. You'll want to teach them to add a note to the contact or company record.
-- Corey Smith Directory of Digital Marketing corey@intuitivewebsites.com
