add FILTER EMAIL in the transaction by OWNER !
If you have different sales interact with the same customers, you will have all the email of the other owner in your transaction... You need to add an email filter by owner of the transaction !
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Excellent suggestions. You may wish to add to a new or existing thread in HubSpot Ideas.
You'll typically get much more traction from the HubSpot Community AND the Ideas Forum is where HubSpot Product Teams monitor suggestions for popularity -- i.e., VOTES! 🙂
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Best,
Frank
Please add @MFrankJohnson to your message if you'd like me to reply.
Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.
-- Visit
Hope that helps.
Be well,
Frank
Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.
-- Visit
Hope that helps.
Be well,
Frank
