4 Posts

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842 Points

Wed, Jul 25, 2018 1:54 PM

No Status

View attachments added through Email assist

Many of our playbooks include an email assist. CSMs add customer specific attachments when sending the email however these cannot be viewed in the Timeline post. You can see the attachment has been added but cannot access it. Our Salesteam or Executives would like to be able to view these attachments as they contain key information. Is there any plan to make them accessible?