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View the performance of emails sent through Salesforce, Microsoft Dynamics, or a Gmail or Outlook plug-in. 

Generate a Report

1. Click Analytics.

2. Click Sales Insight Email Performance.

3. Click the Setup tab and choose your desired values.

4. Click the Report tab.


Great! Now you can see how your emails sent from your sales team have performed.

Tip

Click the name of an email to open it in the Email Previewer.

Group by Sales Rep

You can view this report grouped by Sales rep by changing your settings.

1. Click Setup. Double-click Email.

2. Select Group Emails by Sales Rep.

3. Click Save.

4. Click the Report tab.

Pretty cool, huh? Now you can see the performance of emails grouped by sales rep.

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