I know you can see email sent, email opened...etc Activity within the lead or contact record in Sugar for a given person. However, is there a way to be able to click into that activity and actually preview the email sent? So a preview or pdf even. I know Salesforce has that option available but I wanted to see if a similar option is available in Sugar. If no, then any advice or best practices around how to share examples/previews of creative with a sales team via Sugar, from one central location?
Thanks in advance!
I have seen it done, but it involved complex work with the Asset API, and I don't think anybody was really that happy with it. Sugar simply does not have Marketo Sales Insight capabilities. That feature you're describing is one of its most powerful features.