2 Posts

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120 Points

Thu, Jan 24, 2019 4:39 PM

Planned

Email from Timeline to customers

CSMs need the ability to email customers directly from Timeline. Timeline is used to capture meeting minutes, and we'd like to be able to send those meeting minutes directly from Timeline vs. having to go OUTSIDE of Gainsight and sending them via Outlook. Not being able to do so causes adoption risks for our team, and also wastes a lot of time for our employees.