Ability to drag/drop Outlook Exchange Email activity into Cockpit or Chatter Feed
None
We have a lot of email interactions that are inherently 'calls to actions' and that we would want to capture as a CTA in Gainsight. Or perhaps, the email relates to a task of a CTA (a follow-up, etc.). Our CSM team is still very much living in their email and not in their cockpit. We don't have the time to take the administrative step to 'document' the CTA for whatever the email exchange was about. It would be helpful if we could 'drag/drop' the email from outlook into the chatter feed or CTA. Or, it would be nice to even create a CTA directly from the email, keeping the thread and documentation intact. How are others handling the battle between Cockpit activity and organic customer activity that comes through via email?
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