3 Replies Latest reply on Jan 21, 2014 10:37 AM by 48605

    Sending Sales Insight email to a single lead

      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?