Audit Sales Email Attachments

hart
Member | Partner

A client is asking for an audit of the sales resources their sales team is using in the field to make sure outdated resources are not circulating.

 

I can enter individual contact records to see what email attachments have been used in conversation, but this does not give great insight into ALL of the resources reps are sending along. I would have to click into thousands of contacts in search of email attachments.

 

Does anyone know of a good way to see Email attachments collected via the Outlook integration?

0 Upvotes
1 Reply 1
PamCotton
Community Manager

Hello, @hart great question! I want to invite to this conversation some top experts in our Community @HubDoPete @webdew any recommendations to @hart?

 

Thank you,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 Upvotes