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

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

Status: Already have it Submitted by Anonymous on ‎06-19-2015 01:37 PM
3 Comments (3 New)

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.

1,907
3 Comments
Giles_Crease1
Level 2
Level 2
‎07-08-2015 05:42 AM
‎07-08-2015 05:42 AM

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
Not applicable
‎09-23-2015 03:14 PM
‎09-23-2015 03:14 PM

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

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kh-lschutte
Level 1
Level 1
‎02-05-2020 05:51 AM
‎02-05-2020 05:51 AM
Status changed to: Already have it
 
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