CRM

ETvelia
Participant

How to Create Folders for Each Client Within Conversations Inbox

SOLVE

Hello! I am looking to create a folder for each client in my conversations inbox. I know we cannot directly do that - but I am wondering if anyone has a workaround? I need the folks in this inbox to be able to move emails regarding specific clients into their given folders. Please let me know if you have any tips!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to Create Folders for Each Client Within Conversations Inbox

SOLVE

Hi @ETvelia,

 

This is unfortunately not possible at this stage and I'm not aware of any workarounds as the filtered views are too rigid to work here.

 

You could however request this in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to Create Folders for Each Client Within Conversations Inbox

SOLVE

Hi @ETvelia,

 

This is unfortunately not possible at this stage and I'm not aware of any workarounds as the filtered views are too rigid to work here.

 

You could however request this in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

 

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand.

 

Have a great day!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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