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HelenSchafer
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コミュニティー参加日： ‎6 18, 2018
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  • 件の返信
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  • いいね！した数
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  • いいね！獲得数
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Helen Schafer

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解決済み
HelenSchafer 2月 17日, 2020
Filtering Notes and Emails
Hi. I am trying to work out the best way to be able to filter activity with a client into two streams. 1. general emails and notes logged against the contact and 2. Specific important emails sent to the client that have legal advice in them. 続きを読む
返信 ディスカッション Contacts
0 いいね！
2 コメント
HelenSchafer
参加者
2月 18日, 2020
Thanks Adam. It's re-assuring to know I hadn't missed something obvious. I actually wondered if a Custom Report would do the trick - being able ...続きを読む
解決済み
HelenSchafer 2月 17日, 2020
Filtering Notes and Emails
Hi. I am trying to work out the best way to be able to filter activity with a client into two streams. 1. general emails and notes logged against the contact and 2. Specific important emails sent to the client that have legal advice in them. 続きを読む
返信 ディスカッション Contacts
0 いいね！
2 コメント
HelenSchafer
参加者
2月 18日, 2020
Thanks Adam. It's re-assuring to know I hadn't missed something obvious. I actually wondered if a Custom Report would do the trick - being able ...続きを読む
解決済み
edutechno 1月 31日, 2017
BCC to log email in HUbspot CRM is not working
I try to use the feature where I can log emails to my CRM. I use the bcc field to enter the email address related to my account. I'm using SendGrid and I know the email is sent correctly to that address. Unfortunately, it does not work. When I go 続きを読む
返信 ディスカッション Contacts Email Tracking
0 いいね！
34 コメント
HelenSchafer
参加者
9月 20日, 2018
Oops. This is about the export issue, which is not the emailing in issue, but perhaps it's the same problem as it's about me not getting the email no...続きを読む
解決済み
edutechno 1月 31日, 2017
BCC to log email in HUbspot CRM is not working
I try to use the feature where I can log emails to my CRM. I use the bcc field to enter the email address related to my account. I'm using SendGrid and I know the email is sent correctly to that address. Unfortunately, it does not work. When I go 続きを読む
返信 ディスカッション Contacts Email Tracking
0 いいね！
34 コメント
HelenSchafer
参加者
9月 20日, 2018
Oops. This is about the export issue, which is not the emailing in issue, but perhaps it's the same problem as it's about me not getting the email no...続きを読む
解決済み
edutechno 1月 31日, 2017
BCC to log email in HUbspot CRM is not working
I try to use the feature where I can log emails to my CRM. I use the bcc field to enter the email address related to my account. I'm using SendGrid and I know the email is sent correctly to that address. Unfortunately, it does not work. When I go 続きを読む
返信 ディスカッション Contacts Email Tracking
0 いいね！
34 コメント
HelenSchafer
参加者
9月 20日, 2018
Oops. This is about the export issue, which is not the emailing in issue, but perhaps it's the same problem as it's about me not getting the email no...続きを読む
解決済み
edutechno 1月 31日, 2017
BCC to log email in HUbspot CRM is not working
I try to use the feature where I can log emails to my CRM. I use the bcc field to enter the email address related to my account. I'm using SendGrid and I know the email is sent correctly to that address. Unfortunately, it does not work. When I go 続きを読む
返信 ディスカッション Contacts Email Tracking
0 いいね！
34 コメント
HelenSchafer
参加者
9月 20日, 2018
Oops. This is about the export issue, which is not the emailing in issue, but perhaps it's the same problem as it's about me not getting the email no...続きを読む
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