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Status Shipped
Categories CRM App
Created by Guest
Created on Sep 16, 2020
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPA-I-127 Email Delivery and Open status visible in CRM.

Email tracking to see email activity Merged

Having tracking information in Prospect CRM so you can know whether or not the email that you've sent has been engaged with, or bounced, is a massive advantage when dealing with prospects or customers and would be incredibly useful.

Depending on the way an email has been engaged you may vary your approach to follow up to try and maximise your sales chance or ensure good service. For example if you could see that the recipient had opened the email but not click on a link in the email then you might need to change your email content to make it more engaging.

The latest tracking information for an email should then be displayed in the activity against the email so that users can quickly and easily see if a customer has engaged with it. Users should then be able to click on the document to view the email along with the complete history.

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1 MERGED

Email Tracking

Merged
Email tracking
Guest over 4 years ago in CRM App 0 Shipped
2 MERGED

Receive notifications of unsuccessful email sends from CRM

Merged
If an email address is set up incorrectly (eg typo) or the person leaves the business, it would be good to have somewhere where these bounced or unsuccessful sends are flagged so we know that the email didn't send and can amend the record. Most em...
Guest about 4 years ago in CRM App 0 Shipped