Supported Plans: Team/Enterprise
Supported Integrations: Gmail/Outlook/Office365/Exchange/Salesforce
Ebsta gives a unified view of every email, phone call and meeting with clients and prospects straight inside Salesforce.
With Ebsta added to your Page Layout, when viewing a record in Salesforce, you'll notice the Activities View will be open by default.
This column identifies what type of Activity has occurred.
You can filter the results as you wish by clicking on the green filter button in the Activity column.
This column shows which Contact the Activity relates to and identifies if the contact exists in Salesforce or not.
Contact in Salesforce
Clicking on the icon opens the record in Salesforce in a new browser tab.
Contact not in Salesforce
Clicking on the icon gives you the option to create a new Contact or Lead in Salesforce
This column gives you more detail about the Activity that has occurred.
Hovering over the magnifying glass gives a snapshot summary of the communication:
Clicking on the subject line expands the view and gives the full detail of the Activity:
All Activities are ordered in chronological order (the most recent shown first). You have the ability to re-order the view and filter the view by a specific date range.
This column identifies which colleague/connected mailbox the Activity relates to.
Add Email to Salesforce
This last column identifies whether or not the sent and received emails have been added to Salesforce or not.
Email added to Salesforce. Clicking on this icon will open the completed task in Salesforce.
Email not in Salesforce. Clicking on this icon will add it and relate it to the appropriate record.
If an email contain an attachment(s), Ebsta displays a paperclip icon next to the Email icon (regardless of whether the email has been added to Salesforce or not). If you hover over the paperclip icon, Ebsta displays the list of all attachments contained in that email.
Privacy Controls give users the ability to hide specific Emails and Contacts. Clicking on the drop-down arrow next to a Contact's name opens up the privacy controls. Users can choose to:
Hide email: Hide a single email from view, but continue to keep all other email communications and the Contact visible
Hide All Emails: Hide all emails relating to that Contact, but continue to keep the Contact visible
Hide All Emails & Contact: Hide the Contact and all Email communications
Note: You will need to ask your Salesforce Administrator to enable Privacy Controls if you don't have this option available.