Can documents from forwarded emails also be saved on an associated deal?
Nov 24, 2020 4:38 AM - edited Nov 24, 2020 4:40 AM
Dear Hubspot community,
In my team we noticed when we forward emails that they, as well as contained documents, get only saved on the contact and not on any associated deals (where in our case it would be relevant to have that information). When bcc-ing Hubspot the information gets saved on both deal and contact, so we assumed it would work the same way with forwarding emails, which is not the case. Is there a way to also have the email and eventually contained document saved on the associated deal as well instead of just on the contact?
Thank you for your support!