Question

Ability to update timeline when emails are generated

  • 15 June 2018
  • 2 replies
  • 34 views

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We need the ability to automatically post to timeline from our emails.  The use case would be send an email to the customer and Gainsight timeline is automatically updated with this activity.  I see other conversations on this but would like to know where this enhancement is.

2 replies

Userlevel 7
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Hi Amanda,



What email system would your team use for this, or are you referring to emails sent from CoPilot/Adv. Outreaches/Email Assist?
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We would love the ability to update from our Outlook email.  If we can add a GS email in the BCC and it post to the timeline or something similar that would be great!

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