Sales Email

MBaranowska
Contributor

Email Tag

SOLVE

Hi there, 

 

Is it possible to tag an email not only to a contact and company but also to a specific deal?

 

Or is every deal associated with a given contact show the email history even if related to another deal?

 

Thanks

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Email Tag

SOLVE

Hi @MBaranowska,

 

When you click on an activity in a contact record, you should always see this option at the bottom right corner:

 

karstenkoehler_0-1620793535736.png

Fictional data.

 

This is where you can select which associated objects to log this activity to as well.

 

You will notice that HubSpot will automagically associate some activities. This article gives a good overview of what's associated and what not.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Email Tag

SOLVE

Hi @MBaranowska,

 

When you click on an activity in a contact record, you should always see this option at the bottom right corner:

 

karstenkoehler_0-1620793535736.png

Fictional data.

 

This is where you can select which associated objects to log this activity to as well.

 

You will notice that HubSpot will automagically associate some activities. This article gives a good overview of what's associated and what not.

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Jon-RevenueOps
Contributor | Gold Partner
Contributor | Gold Partner

Email Tag

SOLVE

Hi! Just click on the associations, and search for the relevant deal that you want to associate it with.