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BubbleLife Media
Email Activity Tracking
Is there a way to track email activity inside Salesforce. I want to be able to see a list of clients that were contacted by email, by my sales staff. For example: Sue sent out 10 emails today and here are the clients that she emailed.
Thanks in advance! If I am posting in the wrong place, my apologies..
As long as the reps are logging the emails in Salesforce, you can run reports on Activities/Tasks (which is how emails are logged in SF) to see their email activity. The report could be grouped by rep and include the name of the Contact if you want it to.
When you send the email through activity history then you should be able to track in the record page or else you can track the fields using set history tracking