You can add Ebsta Sync Reporting fields to your Account, Contact, Lead and Opportunity Page Layouts.
Note: These instructions outline how you can add Ebsta Sync to your Account Page Layout but the process is exactly the same for Contact, Lead and Opportunity Page Layouts.
1. Click Setup.
2. Click Customize > Accounts* > Page Layouts.
* You can substitute Accounts here for Contacts, Leads and Opportunities, if you wish.
3. Click Edit next to the correct Accounts* Page Layout.
4. Drag a Section into your Page Layout.
5. Add the following details and click OK.
6. Drag and drop the following Ebsta fields into the newly created Ebsta Reporting Section:
Last week emails exchanged outbound
Last week emails exchanged inbound
Last month emails exchanged outbound
Last month emails exchanged inbound
Total emails exchanged outbound
Total emails exchanged inbound
Last Email Activity Date
Ebsta Score Trend Last 7 Days
Ebsta Score Trend Last 30 Days
Ebsta Score Trend Last 90 Days
7. Click Save.
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