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

  • 1
  • Question
  • Updated 3 months ago
  • In Progress
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?
Photo of Tony Tao

Tony Tao

  • 516 Points 500 badge 2x thumb

Posted 3 months ago

  • 1
Photo of Ben

Ben, Champion

  • 7,166 Points 5k badge 2x thumb
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.
Photo of Lila Meyer

Lila Meyer, Official Rep

  • 15,478 Points 10k badge 2x thumb
Hi Tony,

Does this GIF help? You can type in a name or email address as needed in the From name and From email fields.