How to associate an email with a Company that was not sent to any Company Contact/domain??SOLVE
Viewing a particular Company profile, I'd like to be able to see/add (associate) emails between our team members that relate to the Company, but are not written to any Company Contacts.
I've looked for a way to make this happen via including a CC/BCC when initially writing/addressing the email, but see no way to do that.
A workaround that seems to work, but is inefficient, is to go into one of the recipients HubSpo Contact Profile, find the email, and click through Associated with X records > Serach all records > add the desired Company that way. (screenshot below).
There must be a CC/BCC option, or something more efficient/upstream than my workaround??
Thanks in advance for any thoughts.
Solved! Go to Solution.