Choose an Action in Sales Insight choose-an-action-in-sales-insight
The following actions are available from the Sales Insight drop-down in Salesforce Classic and Lightning:
- Send Marketo Email
- Add to Marketo Campaign
- Add to Watch List
Each of these features can be accessed from:
Page Layout with single action
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Lead Layout Panel: Single action and can be controlled by user profile
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Contact Layout Panel: Single action and can be controlled by user profile
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Lead Layout Button: Single action and cannot be controlled by user profile
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Contact Layout Button: Single action and cannot be controlled by user profile
Page Layout with group action
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Account Layout Panel: Group action and can be controlled by user profile
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Opportunity Layout Panel: Group action and can be controlled by user profile
Best Bets tab
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Best Bets Bulk Actions Tab: Group action and can be controlled by user profile
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Best Bets In-line Actions Tab: Single action and can be controlled by user profile
List View with bulk action
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Lead List View: Bulk action and cannot be controlled by user profile
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Contact List View: Bulk action and cannot be controlled by user profile
