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Ray Wylie

• December 27, 2016 15:29

I am trying out ACt...sent a couple emails to opportunities...cannot find confirmation were sent anywhere in ACT? I thought the email should show in opportunity or at least in contact notes

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  Act! Team

  • December 27, 2016 16:52

  Hi Ray,

  Can you confirm if you are using Act! Essentials or Act! Pro/Act! Premium? Can you also confirm if you are trying to send a standard email or an emarketing campaign to your contacts?

  Thank you,
  Brittany Roberts

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  Ray Wylie

  • December 29, 2016 16:22

  I am using Act Essential trial version...sending emails and don't show up in opportunity, agenda or contact...assumed they would..sending standard email...in lieu of them showing up is there a way to have gmail show up

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  Act! Team

  • December 29, 2016 16:28

  Hi Ray,

  Thank you for sending your conformation. If you are sending an Emarketing campaign to contacts an activity is not added to the Contact Activity tab, to see what who the campaign was sent from click the Emarketing tab from the left of your account. Click on the Campaign History Option and select the campaign that was sent.
  If you send an email via your Gmail account to a contact then the email icon will display under the contact's Activities tab.

  Please let me know if you have additional questions.

  Thank you,
  Brittany Roberts

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