Inside Salesforce, where can I see the activities that Yesware has created?

In Salesforce, open the contact or lead you're interested in. Scroll down to the ‘Open Activities’ and ‘Activity History’ tabs to see all tasks and events associated with this person, including Yesware-created activities.

If your contact was associated with an opportunity, you can open the opportunity and scroll down to ‘Open Activities’ and ‘Activity History’ to see Yesware-created activities for the opportunity. Yesware will only associate activities with an opportunity if a contact was in a role on the opportunity at the time an email was sent to that contact.

Have more questions? Submit a request

0 Comments

Article is closed for comments.