Tips, Tricks & Best Practices

zerho1
Member

View conversations that I tracked

SOLVE

I understand that the CRM works in a Customer centric way,

but is there a way to see all the emails that I sent with the "tracking" on to have an idea of how many conversations I'm waiting an answer?

Thanks

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1 Accepted solution
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

View conversations that I tracked

SOLVE

Hi @zerho1,

 

Here's a previous discussion about this.

 

Basically use these contact properties:

 

  • Recent Sales Email Clicked Date
  • Recent Sales Email Opened Date
  • Recent Sales Email Replied Date

For example, you could use the following:

 

Recent Sales Email Opened Date is Unknown

AND

Last Contacted is Known

 

Shout out to @relabidin for the previous post. 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

1 Reply 1
Josh
Solution
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

View conversations that I tracked

SOLVE

Hi @zerho1,

 

Here's a previous discussion about this.

 

Basically use these contact properties:

 

  • Recent Sales Email Clicked Date
  • Recent Sales Email Opened Date
  • Recent Sales Email Replied Date

For example, you could use the following:

 

Recent Sales Email Opened Date is Unknown

AND

Last Contacted is Known

 

Shout out to @relabidin for the previous post. 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer