Hello,
I'd like to setup Insight templates to be sent by our Sales Coordinators, on behalf of SFDC Account Contact Owners.
The Insight Email templates do not recognize the account owner tokens for Sender Name, Sender Email or Reply to, nor the "edit me" defaults. Instead, the resulting email overrides the tokens and shows the true sender name and email address.
Does anyone have a solution for this?
I'm thinking that setting up a campaign could work but seems like a hassle.
BTW In our Admin section, I've setup a default sender for emails but I want the Insight emails to be dynamic to the Account Owners.
Thanks,
Lynn