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Sales Insights - Outlook plug-in

Question asked by Jaime Servaes on Sep 11, 2018
Latest reply on Sep 25, 2018 by Veronica Holmes

I'm getting ready to have 3 sales people start using the Outlook plug-in. But I' trying to figure out where and how they can know if the email was delivered, opened and clicked? We are connected to SF and I tested this with another co-worked, who has a contact record in SF, but the only data I saw under activity history was her clicking the link.

 

I'd love some recommendation on how to best notify the sales person when the person opened and clicked the email so they know to follow-up/call quickly.  Also, I don't believe we will be using templated emails, so I won't have a standard subject line to help me pull a list.

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