Connecting emails to a contact/customer

SOLVE
nordid
Member
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
0 Upvotes
1 Accepted solution

Accepted Solutions
coreysmith
Solution
Top Contributor | Diamond Partner

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.

View solution in original post

0 Upvotes
2 Replies 2
coreysmith
Solution
Top Contributor | Diamond Partner

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.

View solution in original post

0 Upvotes
nordid
Member
Understood, thank you so much ... frankly speaking I think that this is a limit ... being forced to write a note is time consuming
0 Upvotes