Sending Sales Insight email to a single lead

[Anonymous]

We are in the process of moving our sales team from our old Act On setup to Marketo Sales Insight, and there's one thing that I can't seem to find a clear answer on - how to send a Sales Insight email to a single lead. 

in Act On, the lead view includes a button labeled SEND ACT-ON EMAIL that opens up a template chooser so the rep can send an email to the lead he/she is currently looking at. This is obviously a whole lot easier than having to go create a view with that lead in it, select the lead, and then send the SI email. 

Is there any kind of similar functionality in Sales Insight? Or does all email have to begin in a lead search view? 

[Anonymous]

There is a good overview to simplify the adoption. It highlights the process to email to a single lead

Sending a Marketo Email with Sales Insight

https://community.marketo.com/MarketoArticle?id=kA050000000KywrCAC
 

[Josh_Hill13]

See this document
http://www.marketingrockstarguides.com/sell-faster-with-marketo-sales-insight/

What you can do is one of two things:

Select Lead > Scroll to Marketo SI > Send Marketo Email (I believe you can make this a button too if you know what you're doing).

OR

Lead View > Select the Lead(s) with the checkbox > Press Send Marketo Email which will send to any selected leads. I believe the limit is 20 or 200 emails at a time.

[Anonymous]

They need to update the graphics there. The first method is what you're looking for. Make sure you have the MSI VF object on your layouts, and teach your reps to use that.