Sales emails activity not syncing to both opportunity and account | Adobe Experience League Community
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Kelly_Schmid3
Kelly_Schmid3
Level 4
May 22, 2015
Question

Sales emails activity not syncing to both opportunity and account

  • May 22, 2015
  • 3 replies
  • 1089 views

Hope someone can help! We've noticed recently that when our sales reps use the Outlook plugin to send their emails, the activity logged is only updating on the Account/Contact in some cases and not syncing to the Opportunity as well. In other cases it only syncs with the Opportunity/Contact and not the Account. Does anyone know how to get it to sync to both? I've contacted support but no reply

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3 replies

Grant_Booth
Grant_Booth
Level 9
May 22, 2015

Hi Kelly,


When you say the activity logged is not syncing to Opportunity, are you referring to the Opportunity's Activity History, or do you have the Sales Insight section on your Opportunities? Could you post a screenshot or two to explain?


Thanks,
Grant

Josh_Hill13
Josh_Hill13
Level 10
May 22, 2015

I suspect that the Opp record doesn't have the Contact Role of the Contact receiving the email.

It also depends heavily on how well the rep uses Sales Insight and Outlook..


Grant's right, of course, we need to see more here.

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