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Customer Success Manager

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Activity overview

Latest activity by Customer Success Manager
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    Customer Success Manager created an article,

    What is Background Sync?

    With Background Sync, you can send a message (from your email address linked to Yesware) to any contact or lead in Salesforce, and we’ll make sure the message gets synced, whether you're at home or...

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    Customer Success Manager created an article,

    How do I remove colleagues from my account?

    Account Managers (admins) can remove users from their Yesware account through the Users and Teams page.  To access, enter https://app.yesware.com/account/manage or navigate to the Yesware > My Acco...

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    Customer Success Manager created an article,

    January 2019 Product Updates

    Not receiving our Product Updates by email? Edit your email preferences here to find out what's new faster.    View in browser   New year, new Yesware features! This...

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    Customer Success Manager created an article,

    How do I leverage Summary-Task Logging?

    Overview Yesware ensures Salesforce is always up to date by logging emails, replies, and all relevant email engagement data as Tasks in Salesforce. By default, Yesware will create a new Task for ea...

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    Customer Success Manager created an article,

    Why are my Yesware icons greyed out in the compose window?

    As you’re composing an email, you can access Yesware Templates, add a Tracked Link and Send with Yesware to track and sync the email to Salesforce. If these Yesware icons are greyed out and you can...

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    Customer Success Manager created an article,

    How do I uninstall the Yesware for O365 add-in?

    Here’s how you can remove the Yesware for O365 add-in: Select the Store icon to manage add-ins. Under the Add-ins tab, select My add-ins. Find the Yesware add-in from your list. Select the ellipse...

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    Customer Success Manager created an article,

    How do I launch the Sidebar in the Outlook Web App?

    If you’re using the Outlook Web App, you’ll be able to access the Yesware Sidebar from your inbox. When you’re viewing an email, you’ll be able to click on the dropdown to access Yesware: From her...

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    Customer Success Manager created an article,

    Why do I see my tracked messages in my Drafts folder?

    When you Send With Yesware, we save a draft so that we can add a pixel to track opens. If you see a message in your Drafts folder, that means Send with Yesware is working! The messages should disap...

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    Customer Success Manager created an article,

    Why can't I track emails with Yesware using the Outlook Send button?

    In order to send a tracked email using Yesware for O365, you will need to send the email using the Send with Yesware button rather than Outlook’s Send button. The plus side to this is that you can ...

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    Customer Success Manager created an article,

    Measure your team's Yesware effectiveness with Salesforce Reporting

    Your reps are using Yesware to automatically sync activity to Salesforce. Now what? As a manager or team leader, you need to use this data to drive insights and make your team more effective. We ha...