Tips, Tricks & Best Practices

GJackman
Member

email folders

SOLVE

How do I create new folders for sorting my incoming email? The given list is inadequate. There is not a "new folder" button anywhere, and the "help" button only directs me to FILE folders, not email. Thanks.

0 Upvotes
1 Accepted solution
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

email folders

SOLVE

@GJackman  

I believe creating a custom view may solve here, you can create a custom view in your Conversations Inbox by navigating to Actions (bottom left) > Create a view > Build your branches based upon which folders you need

Christopher Barnett

Founder / CEO

Revenue Operations | WORQFLOW

mobilePhone
(832) 257-4192
emailAddress
christopher@worqflowmarketing.com
website
worqflowmarketing.com
address
17350 State Hwy 249, Ste 220 #6307, Houston, TX, 77064

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3 Replies 3
chrisworqflow
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

email folders

SOLVE

@GJackman  

I believe creating a custom view may solve here, you can create a custom view in your Conversations Inbox by navigating to Actions (bottom left) > Create a view > Build your branches based upon which folders you need

Christopher Barnett

Founder / CEO

Revenue Operations | WORQFLOW

mobilePhone
(832) 257-4192
emailAddress
christopher@worqflowmarketing.com
website
worqflowmarketing.com
address
17350 State Hwy 249, Ste 220 #6307, Houston, TX, 77064
kvonloesecke
Community Manager
Community Manager

email folders

SOLVE

Hi @GJackman,

 

Thanks for reaching out to the Community!

 

Are you referring to incoming emails in your personal inbox or the conversations inbox in HubSpot? The more information on the tool you're using and screenshots you can include, the better the community can assist with next steps.

 

Thank you,

Kristen


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0 Upvotes
GJackman
Member

email folders

SOLVE
Hi, I'm referring to Hubspot Conversations; where I need separate folders to sort incoming email. The *point* of a CRM is, I think, to avoid going to multiple places to interact with my email.