Part of our sales team's compensation is follow up activity on leads. This includes emails sent as well. They use Sales Insight to send sales emails via the Outlook plug-in. In our admin settings we have the sync Email Sent enabled, yet they do not show up on the Salesforce side. Any ideas? Thanks!
Thanks Courtney! That's how we have the setting, the "Sales email sent" box is checked. But they don't show in Salesforce. I figured I check here, in case I need to do something else as well. But sounds like I need to submit a ticket to support.
Did you ever get a resolution to your problem? We are experiencing the same issue.
Have you checked that the Marketo user in salesforce has the right to create tasks and events?
This done through the user profile, in the General user permission. The profile should be abled to