Intent of the article:
This article explains how to view an email summary in the outbox.
What is an email summary?
An email summary is a collection of basic information including -
Email content
Sender and receiver’s email addresses
Status of the email - scheduled, delivered, opened, replied, clicked, bounced, not opened
Name of the sequence as a part of which the email has been sent
At which stage in the sequence the email was sent/ scheduled
Contact name
Email insights - sent, open, click, reply
Owner
How to view email summary in outbox?
Click on the ‘outbox’ icon in the vertical side menu bar. You will view the list of all emails scheduled & sent via Salesgear.
Each email will be listed with information like contact name, email address, email subject, sequence, email status, scheduled date & time, and owner.
Click on the email for which you want to view the summary.
You will now notice a pop-up ‘outbox email summary’ with all the specifics mentioned previously.
Note: Your emails might take some time to reach your contact’s inbox for various reasons. All those emails will remain as ‘scheduled’ until they are delivered.