Sales Insight email report filter: only show emails sent by specific sales reps

[Anonymous]

Currently the MSI email report output is filterable only by which leads received certain emails during a certain period.

However, we would like to be able to generate a report that shows all the MSI emails that were sent out, by specific sales users only, during that same time span.

[Giles_Crease1]

I agree this would be a useful feature. It is possible to use the smart list to add a constraint 'Sent by' is 'email address of the sales rep' and then use Set-up and Group Emails by Sales Rep. However if a lead received a MSI email from more than one MSI user during that time then they would both be included in the report.

[Anonymous]

Hi Nate, we support this use-case today, under the Setup tab.  Below is a screenshot for how to make this selection: