If you notice that your emails are not getting logged to Salesforce, please check these 2 places:
- Email Settings: check if you've connected Salestrail to your email account. Whenever you change your email password, you must reconnect Salestrail to your email. Especially for Outlook users as you are asked to reauthenticate yourselves every few months, please remember to reconnect Salestrail.
- Unlogged Activities tab:
To avoid duplication logging, Salestrail does not log emails that have multiple matches. All of these emails are kept in Unlogged Activities, and users can choose to delete or log them manually.
To manually log an email, please follow these steps:
- Tap on the email in Unlogged Activities that you want to log manually.
- Assign the email to the accurate existing Salesforce contact OR create a new Salesforce Account/Contact/Lead.
And Voilà! Your email has been logged to Salesforce.