Re: Best way to sign a Sales Insight Email

Chris_Vanderma1
Level 4

Best way to sign a Sales Insight Email

Hello.

I'm building a series of Sales Ready, Sales Insight Emails. I see that when a salesperson sends an email the "from" name and "from" email address is automatically populated with whoever the salesperson in salesforce is that's sending the email. I'm wondering how I can use tokens to do the same in the sginature? If I use {{lead.Lead Owner First Name}}, this may not always be the same as whoever is sending the email. This it might come "from" John, but be signed Bob at the bottom of the email. Is there a better way or handling this or a better token that I can use?
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2 REPLIES 2
Josh_Hill13
Level 10 - Champion Alumni

Re: Best way to sign a Sales Insight Email

I believe the sales person can modify the From tokens on the SFDC side of Sales Insight.
 
Anonymous
Not applicable

Re: Best way to sign a Sales Insight Email

I had the same question and situation.

I created this idea around it -