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Ability to login Timeline into Success Plan/CTA

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Hi Team,

 

As of now we have an option log Timelines in Success Plan & CTA’s and we also have an option to log Timelines from Plugins. So customers request is to see a way where they can merge this two. Providing an ability to log Emails as Timeline under Success Plan/CTA .

 

The above might be little tedious so any of the below option of reparenting a Timeline will also help -

1) Ability to move a Timeline from an instance to another, like move from one Company to another or relationship to another relationship.

2)Ability to move a logged Timeline from C360 Timeline to Success Plan/CTA.

 

Just like feature Mass Edit of CTA’s/ Success Plan we can have Timeline Mass Edit to Edit or reparent Bulk Timelines at once.

 

Thank you!!

@prathap Thanks for bringing this up! Sharing this with the product team for more visibility.

Hi @prathap 
Timeline mass edit tool is still on our roadmap but ETA is not yet decided.

Thanks @Chirag Glad to know its in roadmap.

@prathap It looks as though the most recent response to this was roughly a year ago. Has there been any update to the status of this product suggestion? This is a big challenge for our team - resulting in duplicative effort to align calls and emails logged via automation to the CTAs and Success plans in place. It is difficult to get a cohesive picture of the actions taken related to the CTAs and Success Plans when the timeline entries cannot be viewed under the relationship to those items.

@sai_ram @Chirag  Is there any update to this request?

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