Share
Report
32Hi,
When we send out an email campaign to our leads through the marketing app, any email replies from the leads are not shown on the lead timeline, they show on the associated parent contact timeline instead.
This means that our reps have to open the lead, then go to 'contact insights' to see if an email campaign has been sent to the lead, but they can't view any replies to the email campaign unless they open up the parent contact to check the timeline on the parent contact.
The same goes for any form submissions - they only show on the parent contact timeline, not the lead timeline, which means our reps have to open up the lead and parent contact each time, which is time consuming and opens up a margin for error (i.e. as we should be working on the lead entity, not the parent contact entity).
Is there a way around this, so that the email replies and form submissions are visible on the lead timeline?
Thanks,
CP
All responses (
Answers (
