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tony_tao
tony_tao
Contributor ⭐️⭐️⭐️⭐️⭐️
April 19, 2018
Solved

Can I add myself as the "from" in an outreach from an opportunity powerlist

  • April 19, 2018
  • 2 replies
  • 48 views
I'm looking to send an email out to our CS/AM team when a renewal opportunity is closed lost.
I created a powerlist on the opportunity object from the user and set the criteria:
opportunity type = renewal
opportunity stage = closed lost
closed date = rule date

In creating my outreach, I am unable to be the sender or the "from." How can I do so?
    Best answer by ben
    Fair question Tony. It’s not perfectly Intuitive, but you actually just can add your email address to the from email when you’re actually in the outreach configuration step. If using a powerlist, you’ll have to first do that then create email template, and then finally create the outreach. When you’re making the outreach, there should be an option to set the from email and you can actually just type any email address you want in there. Similarly , you can set the name of the person is coming from.

    Hope this helps! I can provide some screenshots as well if that would be helpful.

    2 replies

    ben
    benAnswer
    Helper ⭐️⭐️⭐️
    April 19, 2018
    Fair question Tony. It’s not perfectly Intuitive, but you actually just can add your email address to the from email when you’re actually in the outreach configuration step. If using a powerlist, you’ll have to first do that then create email template, and then finally create the outreach. When you’re making the outreach, there should be an option to set the from email and you can actually just type any email address you want in there. Similarly , you can set the name of the person is coming from.

    Hope this helps! I can provide some screenshots as well if that would be helpful.
    -Ben
    lila_meyer
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    April 19, 2018
    Hi Tony,

    Does this [url=https://cl.ly/0L1c3N2o2G1s.gif[/url] help? You can type in a name or email address as needed in the From name and From email fields.
    Lila Krutel, Dir. Global Education Services
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