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LDarby
Membre

Log a message against different contact

Résolue

Hi,

 

How can I move a message from an inbox contact to another contact pls?  (convo with supplier about a customer, I want to see from the customer record)

 

Warm Regards

0 Votes
1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Log a message against different contact

Résolue

Hi @LDarby,

 

You can manually associate activities (such as emails) to any record you like by following these steps: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

 

Let me know if you have any follow-up questions!

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

Beratungstermin mit Karsten vereinbaren

 

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1 Réponse
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Log a message against different contact

Résolue

Hi @LDarby,

 

You can manually associate activities (such as emails) to any record you like by following these steps: https://knowledge.hubspot.com/crm-setup/associate-activities-with-records

 

Let me know if you have any follow-up questions!

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.