How do you record emails in the CRM if you’re using the HubSpot Sales email extension?
Below is the answer and explanation for how do you record emails in the CRM if you’re using the hubspot sales email extension?
How do you record emails in the CRM if you’re using the hubspot sales email extension?
- Check the “log in CRM” checkbox when you’re composing an email. ✅
- Select the emails you want recorded and then click the “save in CRM” button.
- All of your emails will automatically be recorded as long as the “record my Emails” setting is turned on.
- Add your portal’s BCC address to the BCC line of your emails.
Check the “Log in CRM” checkbox when you’re composing an email. ✅
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Learn more about HubSpot sales software certification exam: https://academy.hubspot.com/courses/hubspot-sales-software
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