5 Replies Latest reply on Nov 28, 2016 8:15 AM by Dan Stevens

    Put Sales Insight summary in MQL Alert emails

    Shannon Kelly

      I have very nice MQL alerts that allow our reps to click through directly to the Lead/Contact record in MS Dynamics, and view the Sales Insight window.

      That said, I have been tasked with adding Sales Insight info (Interesting Moments, Emails, Scoring) directly to the MQL Alert.

      Is it possible to add a Sales Insight summary (or the whole batch of info) to the MQL Alerts? If not, how much info can I add? The most recent Interesting Moment will be "Lead reached MQL," so it won't be helpful to add that!

      Thanks for any help!