CRM

HRich
Contributor

How to customise "log email" feature on a contact card

SOLVE

Hello everyone,

 

I would like to edit the "log email" window when I am on a contact's card, so I can customise it for my business' needs.

 

HRich_0-1684838699303.png

For example, I would like to add a dropdown menu so sales reps can record email outcomes, which we can then track in reports.

 

I know there are some customisation options available in settings for "log call" features, but I could not see the same for "log email"

 

Any guidance or advice would be greatly appreciated.

 

Best wishes,

 

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

How to customise "log email" feature on a contact card

SOLVE

Hi @HRich,

 

This is currently not possible. There aren't any customization options that would allow for adding email outcomes, unfortunately.

 

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

 

The product team reviews these requests based on their popularity.

 

Best regards!

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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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

How to customise "log email" feature on a contact card

SOLVE

Hi @HRich,

 

This is currently not possible. There aren't any customization options that would allow for adding email outcomes, unfortunately.

 

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

 

The product team reviews these requests based on their popularity.

 

Best regards!

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.

danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

How to customise "log email" feature on a contact card

SOLVE

And @HRich if you do submit the Idea as @karstenkoehler mentioned (I agree, it's a helpful move), leave that comment here so we can see it and upvote. 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
0 Upvotes