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A
Anonymous
June 19, 2015
Duplicate

Sales Insight email report filter: only show emails sent by specific sales reps

  • June 19, 2015
  • 3 replies
  • 1875 views

Currently the MSI email report output is filterable only by which leads received certain emails during a certain period.

However, we would like to be able to generate a report that shows all the MSI emails that were sent out, by specific sales users only, during that same time span.

    3 replies

    Giles_Crease1
    Giles_Crease1
    Level 2
    July 8, 2015

    I agree this would be a useful feature. It is possible to use the smart list to add a constraint 'Sent by' is 'email address of the sales rep' and then use Set-up and Group Emails by Sales Rep. However if a lead received a MSI email from more than one MSI user during that time then they would both be included in the report.

    A
    Anonymous
    September 23, 2015

    Hi Nate, we support this use-case today, under the Setup tab.  Below is a screenshot for how to make this selection:

      K
      kh-lschutte
      February 5, 2020
      No text available
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