Associations with logged emails.

SMangalick

When using Sales Tools in Outlook Desktop there should be a way to choose where/how to log the emails. The default is to Associate it with EVERYONE included in that email, but no choice to add an association that is NOT on that email. It is WAY TOO time consuming to go into hubspot and fix the association. Totally defeats the purpose of having the CRM to streamline processes. 

2 Replies
Status updated to: Delivered
Flora
HubSpot Product Team

Hello,

 

Thank you for your feedback! This feature is now live to all O365 Add-In customers and we have documentation here on the settings and how to use it when composing emails

https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-office-365-...

https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-office-365-add-in

 

Please let me know if you have any further questions! 

 

Best,

Flora

jj12stars
Contributor

@Flora We currently use Office desktop but are switching to 365. Does this apply to office 365 as well?