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Acknowledged

Email to Timeline - Attaching to CTAs

  • 31 May 2019
  • 3 replies
  • 34 views

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Due to the nature of the contacts in my meetings/emails, many of my emails sent to Gainsight end up in draft.

It would be very helpful to be able to take these drafts from global timeline and attach them to a CTA (not just company/relationship).

Is this on the roadmap?


3 replies

Userlevel 7
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100% need this. Everything I log is at the CTA level because our team tracks time within Timeline entries, which then rolls up to the CTA itself. Therefore, Email to Timeline is kind of useless for me at the moment.

Userlevel 7
Had a user request this today. Would be a good thing to be able to add an already created Timeline activity to a CTA.

Generally speaking, we need to be able to take any activity and attach it to a CTA. The email would be the first.

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