Adding a sales assistant to workflows when they don't own the lead | Community
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Christine_Libro
Christine_Libro
Level 2
November 14, 2018
Solved

Adding a sales assistant to workflows when they don't own the lead

  • November 14, 2018
  • 1 reply
  • 2713 views

We added a hierarchy and gave our top seller a dedicated sales assistant to keep him on track. His responsibilities are to follow up with leads on the seller's behalf, and to also remind the seller to follow up.

All emails will still be sent with the seller's name.

He is requesting access to view:

- who clicked on the email

- who opened the email

- who viewed the website from a campaign

Now, we have Sales Insight with the Best Bets dashboard for the seller. However, as stated, all emails will still go from the seller, and the seller will own the lead. So the assistant will never really see this data.

I also have a campaign running for all reps to get an email alert for all actions. I suggested perhaps we forward any Marketo alert emails to the assistant, so he can check it.

Any other suggestions on how to loop the assistant in? 

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Best answer by Jay_Jiang

Then it sounds like setting up forwarding rules in outlook is the easiest solution.

Alternatively, if you want to control everything out of marketo, you can add the assistants email to the alerts "other emails"

Another solution with a bit more work, if you have create task available in flow, you can add a choice to create task if sales owner email address = top sellers to each alert smart campaign

1 reply

Jay_Jiang
Jay_Jiang
Level 10
November 14, 2018

So you don't want the assistant to see the MSI data? if not, why don't you just give the assistant the seller's CRM login.

Christine_Libro
Christine_LibroAuthor
Level 2
November 14, 2018

We use Dynamics 365, which has an SSO login function. It ties to everything office - emails, SharePoint, OneDrive, etc. There is private data in here that we can't just give access to someone else.

Jay_Jiang
Jay_JiangAccepted solution
Level 10
November 14, 2018

Then it sounds like setting up forwarding rules in outlook is the easiest solution.

Alternatively, if you want to control everything out of marketo, you can add the assistants email to the alerts "other emails"

Another solution with a bit more work, if you have create task available in flow, you can add a choice to create task if sales owner email address = top sellers to each alert smart campaign

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