Tips, Tricks & Best Practices

GJackman
Membre

email folders

Résolue

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.

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1 Solution acceptée
christopher-RVO
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

email folders

Résolue

@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 - VP of Revenue at Aptitude 8


Voir la solution dans l'envoi d'origine

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christopher-RVO
Solution
Conseiller clé | Partenaire solutions Diamond
Conseiller clé | Partenaire solutions Diamond

email folders

Résolue

@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 - VP of Revenue at Aptitude 8


kvlschaefer
Gestionnaire de communauté
Gestionnaire de communauté

email folders

Résolue

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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GJackman
Membre

email folders

Résolue
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.