Sales Email

Brucemac
Member

How do I change default options on email?

SOLVE

I've downloaded Hubspot to my outlook account and as a result it pre-ticks options to "Track Email" and "Log to CRM" (including a bcc email to hubspot) whenever I create a new email.  I only want Hubspot to track and log emails occasionally and I don't want to untick these boxes every time I send emails which are not sales emails (most of my emails).  How do I change the default option?

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1 Accepted solution
MFrankJohnson
Solution
Thought Leader

How do I change default options on email?

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: only want Hubspot to track and log emails occasionally and I don't want to untick these boxes every time I send emails which are not sales emails (most of my emails). How do I change the default option??

 

HubSpot Outlook Plugin Default SettingsHubSpot Outlook Plugin Default Settings

 

- see Customize your HubSpot Sales Outlook desktop add-in

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

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1 Reply 1
MFrankJohnson
Solution
Thought Leader

How do I change default options on email?

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: only want Hubspot to track and log emails occasionally and I don't want to untick these boxes every time I send emails which are not sales emails (most of my emails). How do I change the default option??

 

HubSpot Outlook Plugin Default SettingsHubSpot Outlook Plugin Default Settings

 

- see Customize your HubSpot Sales Outlook desktop add-in

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Author, the Perfect HubSpot Series


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
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