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Chris_Vanderma1
Level 4
April 29, 2015
Question

Best way to sign a Sales Insight Email

  • April 29, 2015
  • 2 replies
  • 1197 views
Hello.

I'm building a series of Sales Ready, Sales Insight Emails. I see that when a salesperson sends an email the "from" name and "from" email address is automatically populated with whoever the salesperson in salesforce is that's sending the email. I'm wondering how I can use tokens to do the same in the sginature? If I use {{lead.Lead Owner First Name}}, this may not always be the same as whoever is sending the email. This it might come "from" John, but be signed Bob at the bottom of the email. Is there a better way or handling this or a better token that I can use?
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2 replies

Josh_Hill13
Level 10
April 29, 2015
I believe the sales person can modify the From tokens on the SFDC side of Sales Insight.
 
July 10, 2015

I had the same question and situation.

I created this idea around it -