Ability to create CTA from within an email (outlook / gmail)
None
When CSM receive an email with some actions in it, they would like to highlight a text in the email and being able to create CTA directly form there.
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Thanks for the post. We have plans of integrating Gainsight with email clients and adding capabilities like creating activities, CTAs and tasks from email. I will post an update once we have an ETA.
Thanks,
Nitisha
Yes, that's the direction in which we are thinking. We are thinking of adding a new 'Meeting' task type in cockpit, from which you can send time slots, agenda and minutes of meeting to all attendees. Any other capability which you would like to see in this meeting task?
Thanks,
Nitisha
I have sent you an email for the same.
"And for those interested in automating the copying of emails to Timeline - we're getting closer on this and might have something ready to go by the end of summer (timing subject to change as we go through final testing and QA processes)."
https://community.gainsight.com/gainsight/topics/your-input-needed-what-should-go-in-timeline
Hello All,
Cockpit Calendar Integration in now in the BETA phase. Soon we will be rolling this out.
If you have missed the BETA program announcement please find it here.
Hello All,
the implemented use case as of now is, we create CTA as calendar events based on the user rule set.
I understand that the ask here is about creating CTA from an email, which is there on our roadmap once it is prioritised i will update.
Any updates on the above to create CTAs from a synced email?