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Status: Idea Submitted
RichardM50
Submitted by on ‎Feb 15, 2021 6:25 AM

Email 'type' categorisation

In these days of SO MUCH email communication, seems strange that HubSpot allows you to select a 'Type' for Meetings and Calls - BUT you cannot do it for email!  Seems very 1995!  Particularly in these Covid days, more and more email is being generated with customers and prospects - but no way to drill down on what was 'Initial Outreach'. 'Follow-up' etc etc.  Probably never been more important than it is today.

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1 Reply
ddobrien2
Participant
‎Sep 28, 2021 9:38 AM

Agree. Our sales team is measured by certain types of emails they send, but to get credit for them, they have to enter them as meetings or calls (so they can use a category). Please consider adding category options for email activity, similar to what you have for meetings and calls.