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March 13, 2013
Question

CC on Sales Insight emails

  • March 13, 2013
  • 3 replies
  • 1459 views
Can Sales Insight emails be configured so a carbon copy is automatically sent to the sender?
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3 replies

Josh_Hill13
Level 10
March 14, 2013

I think the Outlook Plugin will do this.

Marketo+SFDC will record the SI email as an Activity on the lead record, so there isn't really a reason to CC yourself.
 

March 14, 2013
Depending on your goal, you might find subscribing to emails being delivered, opened, or clicked from within Sales Insight will accomplish a similar thing.  I've found the best approach is to spend ten minutes with each sales rep to plan how they can use Sales Insight and set up subscriptions like this.
March 14, 2013
Thanks Josh and Steven. We've got a couple reps who, on occasion, like to forward a previous email to a prospect. I guess it shows this isn't their first attempt. Not every time though, so I think a subscription would make for too much noise, and unfortunately we are on Google mail.