This page contains tips, tricks and best-practices for successfully engaging with prospects.
Associating emails to Salesforce is a best practice that should be followed by all users. Attaching emails to a Lead, Account, Contact, or Opportunity record are vital for transparency, as any number of team members can review the correspondence between GitLab and the customer/prospect account. It doesn't do anyone any good when all of the correspondence is kept in a user's inbox.
With that said, there are multiple ways that an email can be associated to an opportunity. But before you do that, you must first make sure that the contact record is associated to an opportunity via the Contact Roles object.
To add a Contact Role to an opportunity:
Email to Salesforce allows you to associate emails to Opportunities using an email long email string that associates the email to the contact. To set this up:
If you want to associate emails to Opportunities using Outreach, follow these steps:
If you want to associate emails to Opportunities or other records using the Salesforce Lightning for Gmail plug in, follow these steps:
Add to Chrome
If you have any issues with the setup, please contact the Director of Sales Operations via Slack, email, or SFDC Chatter.
Sales Leadership primarily uses Clari to understand opportunities. Other GitLab Team Members with SFDC access should use the following resources to understand a Sales opportunity.