Make a Lead View editable after clicking in a Sales Rep Alert Email ?

[Anonymous]

Hello community,

When a lead fills a call back form, our salesmen receive an Lead Alert Email with the {{SP_Send_Alert_Info}} token.

When they click on it, they cannot edit the lead information. Do you know a way they could do so ?
(We do not have any CRM yet).

Thanks a lot,
Louis

[Josh_Hill13]

Sales Insight does not permit sales to edit Marketo records.

You will need a CRM or to reimport a list of changes.