I got this from one of our CSMs:
You know what would be cool?
If Gainsight had the ability to scan the emails we put in, or the names, and auto-include them on the Internal/External section. For timeline activities.
That would be really cool.
auto fill email/ names on internal/external section for timeline activities
Userlevel 2
Userlevel 7
+1
Are you referring to BCC to Timeline? That should log external attendees from the To if there is a match in People records.
Userlevel 7
+2
Hey
Do you solve this problem ? One of our CSM’s come up with a similar question:
Our CSM's distribute a Customer Health Score to customers and this should be automatically transferred from the email to the timeline. Is something like this possible?
Reply
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.