Shared guide

Log an email for a contact in HubSpot

Log an email for a contact in HubSpot to keep track of your correspondence, ensuring all communications are documented within the contact's profile for future reference.

viktoriaviktoria
·8 steps·41 views·Published

Log an email for a contact in HubSpot to keep track of your correspondence, ensuring all communications are documented within the contact's profile for future reference.

Step-by-step Guide8 steps
  1. Click Contacts

    By clicking on the Contacts section, you can view and manage all your saved contacts, making it easy to stay connected with your network.

    Click Contacts
    Loading screenshot…
    100%
  2. Click on Jane Doe

    Clicking on Jane Doe will bring up her contact details, allowing you to view and edit information related to her profile in your contacts list.

    Click on Jane Doe
    Loading screenshot…
    100%
  3. Click Here

    You’re selecting the prompt that guides you further in the interface, helping you to access relevant details or options related to the current context.

    Click Here
    Loading screenshot…
    100%
  4. Click Log an Email

    To track your email correspondence, click the 'Log an email' option. This allows you to record important communications directly within the system for future reference.

    Click Log an Email
    Loading screenshot…
    100%
  5. Click Create a Logged Email

    By clicking 'Create a Logged Email', you'll open a new email log entry to document your interaction. This feature helps you keep track of communications related to specific contacts.

    Click Create a Logged Email
    Loading screenshot…
    100%
  6. Type 'Onboarding email sent' in Create a Logged Email

    In the 'Create a Logged Email' section, you'll type 'Onboarding email sent' to record the email interaction, ensuring all necessary communication is documented in the system.

    Type 'Onboarding email sent' in Create a Logged Email
    Loading screenshot…
    100%
  7. Click here to add contact details

    By clicking here, you can enter new contact details in the system. This feature helps you keep organized information for each individual, making communication more efficient.

    Click here to add contact details
    Loading screenshot…
    100%
  8. Click Log Email

    To document your email communication, click the 'Log Email' button. This feature allows you to easily record interactions, ensuring you have a complete history of your correspondence with contacts.

    Click Log Email
    Loading screenshot…
    100%