Geteilte Anleitung

View customer email and call history in HubSpot

View and manage customer email communications and call history in HubSpot by accessing detailed contact views, allowing you to track correspondence and call logs efficiently.

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·4 Schritte·120 Aufrufe·Veröffentlicht

View and manage customer email communications and call history in HubSpot by accessing detailed contact views, allowing you to track correspondence and call logs efficiently.

Step-by-step Guide4 Schritte

  1. Click the Contacts option

    By clicking on the Contacts option, you will access your contacts list, allowing you to manage and view details related to your contacts in the CRM.

    Click the Contacts option
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  2. Click the John Doe entry

    Clicking on the John Doe entry will open the detailed contact view, allowing you to edit or manage specific information related to this contact.

    Click the John Doe entry
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  3. Click the Emails section

    This will display the email communications associated with the selected contact, allowing you to view and manage correspondence.

    Click the Emails section
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  4. Click the Calls tab

    Access the Calls section to view and manage all call activities related to this contact. Here, you can track call logs and notes associated with the communication history.

    Click the Calls tab
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