Conversation View empowers you to view sent and received email messages inside Salesforce so I can track email messages that were performed with Leads, Contacts, Opportunities, and Accounts in a Cadence.
Viewing Sent Messages
- To start viewing sent and received emails inside the Conquer Conversation View component, navigate to a record enrolled in a Cadence with an active email touchpoint.
- Perform the email touchpoint on your record of choice.
- Navigate to Conquer Conversation view. The email that you just sent will appear. Additionally, the email will be stored in the Sent folder of your personal inbox.
Viewing Received Messages
- When the record replies to your email, the reply will appear below the original message inside Conquer Conversation View.
- Additionally, you will get a notification in Salesforce when a record has replied to your email.
Continue engaging the record through Outlook. (The Ability to reply inside Conquer Conversation View will be coming soon)