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How to log an Outside Email

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When a respondent replies to a Scheduling email, you can log a disposition indicating that an Outside Email was received, as well as what the email’s contents were, by following these simple steps.

 

 

  1. Select Research.
  2. Select Schedule.

 Schedule_Location.png


  1. Locate the opportunity contact that sent the outside email and click the phone icon to open the Scheduling view.

 Scheduling_Icon.png

 

  1. Click Received outside email in the left-hand options panel.

 Outside_Email_Dispo_Location.png

 

  1. The screen will load with a blank set of fields in which you can input relevant information.

Outside_Email_Blank.png

 

  1. After filling in the relevant information, click Save to apply the disposition.

Outside_Email_Save.png

 

  1. After the outside email is saved, it will display in the Last Activity tile next time you open the Scheduling view for that contact.

 Outside_Email_Last_Activity.png

 

  1. From the Last Activity tile, you can click to view the outside email that was received.

 Outside_Email_Last_Activity_View.png

 

  1. Upon viewing the outside email, it will open as a simple popup on the screen for you to review quickly.

Outside_Email_Popup.png

 

 

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