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Anonymous
May 9, 2014
Question

Outlook Plugin Tracking

  • May 9, 2014
  • 1 reply
  • 628 views
Our inside sales team recently started using the outlook plugin to send emails to net new/exisiting nurtured leads. Where can I see a record of everything they have sent and recorded?
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1 reply

A
Anonymous
May 9, 2014
Hi Liz,

In SFDC, you can see the Sales Emails you sent by going to the Marketo tab and clicking on "My Emails." If you want to see what Sales Emails were sent to a Lead or Contact, you can bring up their page and there's an "Email" tab in the Visualforce section for Sales Insight.
 
In Marketo, you can create a Smart List using the filter "Was Sent Sales Email" and adding the Constraint of "Sent By." This smart list would show the Leads who were sent a Sales Email.

You may want to add your voice to an Idea in the Community about additional reporting for Sales Insight: 
https://community.marketo.com/MarketoIdeaDetail?id=08750000000HBDAAA4

 
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