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Automatically log Sales Email into Salesforce.com

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Anonymous
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Automatically log Sales Email into Salesforce.com

Hi,

I think I saw this somewhere but I can't find it now.

I'm using the Marketo-Outlook Add-in from my sales team. We were using Salesforce for Outlook before to log everything into Salesforce and now I want to log it in both places as I need to show calls/emails, etc in a dashboard in Salesforce but also want to track them with Marketo.

Is there an option to do that automatically? Like log Sales Email into the CRM?

Thanks.

Irene

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Anonymous
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Re: Automatically log Sales Email into Salesforce.com

You need to go to Admin - > Salesforce - > Sync Options an then check the box for Sales email sent

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Anonymous
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Re: Automatically log Sales Email into Salesforce.com

You need to go to Admin - > Salesforce - > Sync Options an then check the box for Sales email sent

View solution in original post

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Anonymous
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Re: Automatically log Sales Email into Salesforce.com

Thanks Cathal,

It's all set up now.

Thanks.

Irene