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Re: Sales Insights appearing when they shouldn't - why?

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Sanjeev_Bhai
Level 2

Re: Sales Insights appearing when they shouldn't - why?

Hi Floyd,

Thanks for your response. 

My intention is to not have this email be sent to Salesforce (Sales Insight).  Is there a way to disable certain emails from being sent to Salesforce? 

Thanks again. 

Floyd_Alvares2
Level 8

Re: Sales Insights appearing when they shouldn't - why?

Hi Sanjeev,

I believe you cannot limit what emails/activities are shown on MSI and you cannot limit it by assets either.

Just out of curiosity - why do you plan on limiting certain assets history in MSI? interested in knowing the use case.

Thanks

Floyd

Sanjeev_Bhai
Level 2

Re: Sales Insights appearing when they shouldn't - why?

Hi Floyd,

We have bi-weekly emails setup in the nurturing campaign.  It didn't make sense to send every email to the sales team. 

So what you're saying is that there is no way to exclude these bi-weekly emails from going to Sales Insight? 

As you mentioned earlier, the checkbox only refers to actually pushing the actual email as a template into MSI so that the sales team members can send the email through MSI to their own customers? 

Thanks again.