Level 4
Joined the community 08-06-2015
Level 4
Boston, MA
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If you use the Sales Insight Email Performance Report type, you can group the emails by sales rep - but it's only their name, not their email address...
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It means when reps select Send Marketo Email (either in Salesforce or via the Outlook plug-in), they don't pick any of the pre-loaded templates. They probably just want to send ver...
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Scott, I have the same issue. The work around I do is in the activity reports add a filter for subject. If activity type is blank, subject starts with Was Sent Sales Email.. and th...
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Thanks Courtney! That's how we have the setting, the "Sales email sent" box is checked. But they don't show in Salesforce. I figured I check here, in case I need to do something el...
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Part of our sales team's compensation is follow up activity on leads. This includes emails sent as well. They use Sales Insight to send sales emails via the Outlook plug-in. In our...
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