Associate conversations inbox with a company (or deal)
It would be awesome if we could assign a specific conversations inbox to a specific company so that any time we send an email on a job/ticket associated with that company, their email is the default "from" email. We correspond through many different companies so it is crucial to do everything we can to eliminate the possibility of human error (in selecting the wrong "from" address) which can lead to confusion or losing a deal.
I agree with this request. many of the emails that come into the inbox are not associated with a company and I would like to tie them to the company after they have arrived. It seems odd that you can associate a company to an email chain from Gmail but not once it is in HubSpot.
It would be great to be able to updat ecompay section of the conversation within conversation itself without the need to going to the contact and associating contact with company
Please implement this feature! It's difficult to know where a conversation is without going into a contact's 'activity', so it's wasting time and occasionally results in us sending an extra message.
We also highly upvote this feature regarding the association of new e-mails to a specific existing deal (not to all deals of a contact or company)! So far clicking on deals gives only a messy overview on the past communication (it usually shows all or maybe nothing, depending how/when deals are created). While working with the inbox, it is not possible for our employess to associate an email to a specific deal. However, we have customers with multiple projects/deals and this makes it hard to have efficient deal-based working procedures in our company.
And, unfortunately, the work-around is too inefficient: One has to click on the company instead, find the email there, click on the bottom right to chose the deal object and then to associate the email to a specific deal. Also this suggestion is 2 years old - what is the plan for its implementation?
I need to see the WhatsApp conversation in Company activity. The CS team tracks the last contact with clients in different channels, and WhatsApp is one of the priorities. Our main goal is to contact clients on a regular basis.
I also hope this will be added as a feature that can be turned on. I understand that for some companies, there may be reasons why certain correspondence should remain hidden. For us, the current setup is inconvenient and leads to errors.
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