Publish an Email to Sales Insight publish-an-email-to-sales-insight
Enable the Publish to Sales Insight setting to make an email available to your sales team in both Sales Insight as well as the Outlook and Gmail Add-In. You can also give it an expiration date.
-
Find your email, select it and click Edit Draft.
-
Once the editor opens, click Email Settings.
-
Check Publish to Marketo Sales Insight.
-
To set an expiration date (optional), check Set Expiration and choose a date.
note note NOTE At 11:59 p.m. (CST) on the expiration date (if you set one), the email you made available will disappear from Sales Insight as well as any of its add-ins. It will of course still be accessible in Marketo. -
Click Save.
Nice job! Now you know how to make emails available for your sales team to send on the CRM side, and to limit their available time, if necessary.