当您在 Sell 中设置电邮整合时,来自您外部电邮帐户的电邮将与 Sell 同步。您将在通讯中心看到这些电邮,并可将其附加到相关潜在客户、联系人和交易。
但是,如果您发现部分电邮缺失或未与 Sell 同步,则可能存在以下情况。
本文涵盖以下主题
- 第一步
- 电邮地址尚未添加到潜在客户或联系人
- 电邮发送人在您的阻止列表中
- 由于权限问题,电邮未同步
- 同一电邮地址被多人使用
- 电邮已在 Sell 外部删除
- 电邮不显示在活动信息源中
- 子文件夹中的电邮未同步
相关文章
第一步
如果您在 Sell 帐户中找不到电邮,请尝试以下选项:
-
在全局搜索栏中搜索电邮地址。
搜索整个帐户有助于查找重复项。如果帐户中的电邮地址存在重复,请移除重复项,因为电邮对话只会显示在一个位置。
-
检查“收件人”和“发件人”信息。
首先,检查电邮地址是否拼写正确。接下来,检查您是否使用已整合到 Sell 设置中的电邮地址发送电邮。如果您请求 Zendesk 客户支持团队帮助解决此问题,他们也会要求您提供此信息。
电邮地址尚未添加到潜在客户或联系人
当从外部电邮帐户同步的电邮与潜在客户或联系人个人资料包含相同的电邮地址时,潜在客户或联系人的电邮将显示在 Sell 中。如果未显示,请检查并确保潜在客户或联系人的电邮地址已添加到其个人资料中。如果潜在客户或联系人的个人资料中包含电邮地址,请检查缺失电邮包含的电邮地址是否与其个人资料中的相同。如果不相同,缺失电邮可能在通讯中心的“未跟踪电邮”标签中(请参阅添加未跟踪的电邮地址作为潜在客户或联系人)。
处理潜在客户或联系人处理多个电邮地址的另一种方法是为备用电邮地址创建自定义字段。例如,如果您创建了一个名为 Email2 的自定义字段,可以用它来存储其他电邮地址。如果自定义字段类型设置为“电邮”,则在 Sell 中将对其进行跟踪(请参阅创建和管理自定义字段)。
电邮发送人在您的阻止列表中
Sell 中的阻止列表功能可以阻止 Sell 跟踪与特定潜在客户和联系人的电邮对话。查看电邮发送人是否已添加到阻止列表中。如果已添加,您可以取消阻止其电邮,而这些电邮预期将显示在 Sell 中(请参阅阻止潜在客户和联系人以防电邮对话跟踪)。
由于权限问题,电邮未同步
如果您没有权限查看特定潜在客户或联系人,这些潜在客户和联系人的电邮将不会同步。要解决此问题,您必须让这些潜在客户和联系人的负责人授予您相应权限。
同一电邮地址被多人使用
如果多个潜在客户或联系人共用同一电邮地址,电邮不会同步到两条记录中。Sell 仅将电邮同步到创建的第一条记录。
您可以使用全局搜索搜索电邮地址,以检查电邮地址是否有重复(请参阅在 Sell 帐户中搜索数据)。个人资料中有相同电邮地址的所有潜在客户或联系人都将列在搜索结果中。
电邮已在 Sell 外部删除
Sell 电邮整合类似您的外部电邮帐户。换言之,从您的电邮服务器上删除的电邮也会从 Sell 中删除。
如果您在 Sell 中找不到电邮,请检查您的外部电邮客户端,看看电邮是否已从中删除。
电邮不显示在活动信息源中
在潜在客户、联系人或交易卡片上,您可以筛选活动信息源中显示的内容。如果未显示您的电邮,可能是因为已取消选择电邮活动类型。
子文件夹中的电邮未同步
存储在子文件夹中的电邮不会同步,因为 Sell 仅同步收件箱和发件箱文件夹。
6 条评论
Patrycja Walencik
5177113090458 please use the option Get Help in the product, describe the situation including what email provider you use, and when the issue has started, and we will investigate what is going on.

Best,
Pati
0
Anders Hauerholt
Zendesk doesn't show the replies i get from client.
If I manually forward to the @getbase then they show - any one knows what we are missing?
0
Patrycja Walencik
Hi Mike,
thank you for sharing with us those scenarios. By definition, we don't sync deleted mailboxes. When it comes to the second scenario, the time for sync might be extended, and there was a lag - it could be a reason for email visibility in Sell. Are you constantly seeing this e-mail in Sell?
Best,
Pati
0
Mike Englebrecht
Wondering if you can help me understand this better:
I ask because I've attempted to test a few scenarios and am getting mixed results. We are using Microsoft Outlook.
Scenario 1: I am a CC on an email sent to a contact. In Outlook I open and read the email and immediately delete it (the email now in "deleted items" folder). In SELL, the email is not synced (not present) in the contact record (when I view it).
I then go to the deleted items folder, move the email back to the inbox and mark it unread. Re-open the email, then move it to a contact folder. In SELL, the email is synced in the contact record (when I view it).
Scenario 2: A few months back I had an exchange (via Outlook) with one of my contacts. In SELL I found one of the emails I had sent, and targeted it as a "delete" test... I then went back through my "Sent Email" in Outlook, found the email and deleted it (moved it to the deleted items folder). In SELL, the email is still synched to the contact record.
I love the email synching, just want to make sure we aren't inadvertently creating situations where those message are "wiped" from SELL, while also avoiding the need to "convert" every important email into a note.
Appreciate any input on this, how we might approach it, what else we could be doing, etc. as I'm working to instill "best practices" across our team.
0
Jakub Tutaj
Hello Ted, one of the workarounds I'd suggest is to:
- open Smart List of leads or/and contacts, use Table view (right top corner to switch views)
- add a "Days since last communication" column to the list
- use the search option on the Smart List to lookup the name of interest
- the one you're looking for should have some communication visible in the "Days since last communication column"
See screenshot:
1
Ted Feng
Hi team,
For the point "An email address is being used by more than one person", how can I tell immediately which card was the 1st one created or I have to check one by one?
0
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