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RWhitledge
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Member since ‎Jul 2, 2021
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Ray Whitledge

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RWhitledge on February 03, 2022
Associating emails to deals
Is there a way to keep emails associated to certain deals? For example, we have completed one deal for a client and are starting a new deal, but hubspot brings the old emails into the new deals.
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Solved
RWhitledge on July 02, 2021
Some email replies not logging automatically in Hubspot
Some replies are not being logged into CRM, even though the initial email was sent from hubspot. It appears to be most common when I am emailing a new contact. For example, today, using Hubspot on my desktop, I emailed a new vendor about some prod read more
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RWhitledge
Member
July 05, 2021
Thanks for responding. As far as I can tell, all of the conditions you mentioned were met, however, I am not quite clear on bullet point 3. *The ...read more
Solved
RWhitledge on July 02, 2021
Some email replies not logging automatically in Hubspot
Some replies are not being logged into CRM, even though the initial email was sent from hubspot. It appears to be most common when I am emailing a new contact. For example, today, using Hubspot on my desktop, I emailed a new vendor about some prod read more
Reply Discussion Free
0 upvote
3 Replies
RWhitledge
Member
July 05, 2021
Thanks for responding. As far as I can tell, all of the conditions you mentioned were met, however, I am not quite clear on bullet point 3. *The ...read more
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