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August 14, 2013
Question

What's the difference between sales email and email

  • August 14, 2013
  • 2 replies
  • 815 views
There are mutliple fields you can have synced with your SF activity history section. In that category there are emails and sales emails. What's the difference?


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2 replies

August 14, 2013
We use the Outlook plug-in through sales insights. Whenever one of our sales people sends an email to a lead through Outlook, it gets tagged as a "Sales Email." I assume it's the same if a salesperson also sends to a lead through Salesforce.

Whenever we send a blast or nurturing email from Marketo, it is tagged as just "email."

Hope that helps...
August 14, 2013
These are used as Bentacular posted above.

This way you can easily pull smart lists and reports around marketing emails v sales emails.