Sales Email

hart
メンバー | Solutions Partner
メンバー | Solutions Partner

Audit Sales Email Attachments

A client is asking for an audit of the sales resources their sales team is using in the field to make sure outdated resources are not circulating.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

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1件の返信
PamCotton
コミュニティーマネージャー
コミュニティーマネージャー

Audit Sales Email Attachments

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

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