Team Reports for Sales Emails and Alerts

Sales managers, marketers, and admins can report on team usage and impact of Sales Emails and Alerts activity. View aggregated stats on emails that were sent via campaigns for Sales Emails and Alerts, Engage for Gmail, or Engage for Outlook. Drill in and compare stats for individual sales reps, and identify the top-performing templates by email opens and clicks.

Note Salesforce Engage is now known as Sales Emails and Alerts. You can expect to see the previous name in a few places until we replace it, including in the app itself.

• Considerations for Using Team Reports
  When using Engage Team Reports, keep these considerations in mind.
• Set Up Team Reports
  Install and configure Team Reports for Sales Emails and Alerts to make them available to your users.
• Team Reports Custom Object and Field Definitions
  The Team Reports package for Sales Emails and Alerts includes several custom objects. Editing or deleting records related to these custom objects can break team reports. To customize a report, make a copy.
• Generate Team Reports for Sales Emails and Alerts
  Use filters and the date picker to narrow your team’s reports down to the information you care about.