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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
Contributeur de premier rang | Partenaire solutions Gold
Connecting emails to a contact/customer
Résolue
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
Contributeur de premier rang | Partenaire solutions Gold
Connecting emails to a contact/customer
Résolue
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
