Tips, Tricks & Best Practices

TBrame
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A list of email sent

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I am new to HubSpot. I am trying to generate a list of the emails that I have sent prospects. It will help me organize my workday. in the same effort, like to get a list of my activities scheduled so that I can see what I have to do for the day. Can anyone help me with this?

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karstenkoehler
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Membro do Hall da Fama | Parceiro
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A list of email sent

resolver

@TBrame in the free CRM, options are limited to the report library (Menu > Reporting > Reports > My reports > Create report), I'd recommend exploring here and checking which reports get closest to what you need. You can filter in the left sidebar.

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

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Jnix284
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Participante de valor | Parceiro Elite

A list of email sent

resolver

@TBrame In addition to @karstenkoehler's suggestion for using reports, with a free account you can also go to Sales > Tasks to see any tasks you've scheduled for your contacts.

Jnix284_0-1707790034470.png

 

As a best practice, when you email a contact, you can automatically create a follow up task to make it easier to keep track of everything:

Jnix284_1-1707790098961.png

 

Hope this helps!

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

A list of email sent

resolver

Hi @TBrame,

 

Navigate to Menu > Reporting > Reports > My reports > Create report, then search for "Sales email tracked to my inbox". That should be what you're looking for 🙂

 

You can save this report to a dashboard after clicking on it and saving it.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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TBrame
Membro

A list of email sent

resolver

Thank you . I'm actually looking for the emails that I sent other people. I follow up on those. Likewise I'm also looking for activities that I've scheduled to contact people. I there Help for that please

Lucila-Andimol
Autoridade no assunto | Parceiro Platinum
Autoridade no assunto | Parceiro Platinum

A list of email sent

resolver

Hey @TBrame 

if you organize your schedule activies as task in HubSpot

you are going to be able to see them in the Task management area

and in the prospecting tool (if you have it available)

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

A list of email sent

resolver

@TBrame in the free CRM, options are limited to the report library (Menu > Reporting > Reports > My reports > Create report), I'd recommend exploring here and checking which reports get closest to what you need. You can filter in the left sidebar.

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.

0 Avaliação positiva
Jnix284
Solução
Participante de valor | Parceiro Elite
Participante de valor | Parceiro Elite

A list of email sent

resolver

@TBrame In addition to @karstenkoehler's suggestion for using reports, with a free account you can also go to Sales > Tasks to see any tasks you've scheduled for your contacts.

Jnix284_0-1707790034470.png

 

As a best practice, when you email a contact, you can automatically create a follow up task to make it easier to keep track of everything:

Jnix284_1-1707790098961.png

 

Hope this helps!

 

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Delivery Lead at Aptitude 8

connect with Jen on Linkedin

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