Outlook Sales Extension

MCruz6
Member

Outlook sales extension is logging any email to all contacts in my address book

My team lead has been personally sending out invites to an event we are having, she was using his outlook account and had ‘hubspot tracking to CRM turned on’. As a result, everything she's sending logs in multiple contacts instead of logging only to the person she sent to

 

So, for example, if John Doe was one of the contacts sent a personal email, but when you go into his contact card, all recipients of that personal email are there too. This is also the case for other contacts who have been personally emailed.

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kvonloesecke
Community Manager
Community Manager

Outlook sales extension is logging any email to all contacts in my address book

Hi @MCruz6,

 

Thanks for reaching out! 

 

If you include any recipients in the CC field, the records' associated objects will also be automatically selected when you select log email.  The user needs to explicitly deselect them to prevent an email from being logged to an existing contact record or creating a new contact record as mentioned in this help article

 

I hope this helps clarify!

 

Best,

Kristen


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