Can you send Insight emails from the sender and not owner?

[Anonymous]

We are wanting to be able to have a user send an Insight email to a lead/contact from their name (not the account/lead owner's name/email) and not have to change the account owner.

Is this possible?

Thanks,

AnnaBelle

[Grégoire_Miche2 · Accepted solution]

Hi Annabelle,

My understanding is that what you want to do is the stand behavior of sales insight, if you use the send sales email feature.

-Greg

[Conor_Fitzpatri]

Hi Annabelle,

Greg is correct, Sales Insight by default will send the email from the user who is logged into SFDC, not the lead or contact owner. I wanted to add that you need to be cautious of using lead owner tokens in SI because they can only pull from the lead/contact owner. Therefore, if you're creating email signatures with tokens, it will only populate correctly if the current logged in user is also the lead/contact owner. Learned this the hard way!

[Diederik_Marte4]

That's correct, it sends, based on the user that's logged in into Salesforce. So don't use lead owner tokes, as that would be weird. Alternatively don't use the insight emails, but request a campaign, which sends the email (but with lead owner tokens). Or you could create a shared/generic user in SFDC (sales@company.com), but that's not recommended for a variety if reasons 😉

[Grégoire_Miche2]

Time to reactivate this old idea :

-Greg