We would like the ability to tie timeline activities created through BCC/Email to Timeline to CTAs that have already been created. Before the email assist/BCC functionality, we would create timeline activities within a CTA (and still do so), but we are unable to tie BCC emails to a particular CTA now to keep our communications tied together.
If there was some way to include the title of the CTA in the subject of the email, or something like that, to tie the email to the CTA, that would help out our team greatly.
Userlevel 7
Userlevel 7
+2
This also ties into the ability to adjust the Acitivty Type of timeline post. We're having this problem at the present moment of emails coming from Outlook, but need to be associated to a CTA instead.
@lila_meyer Thank you for adding the conversation - it will help some of our users, but to the ponit of keeping this neat and clean...I look forward to future enhacnments :D
@lila_meyer Thank you for adding the conversation - it will help some of our users, but to the ponit of keeping this neat and clean...I look forward to future enhacnments :D
Userlevel 7
+2
Thanks for posting!!!
Thanks for posting!!!
Userlevel 7
+2
Changing this request to Planned. Thanks!!
We also have CSMs taking a lot of time to copy and paste emails to the CTA timeline so their communications can stay organized. Looking forward to this. Looks like this was short-term about 4 months ago… any updates on progress here?
Thanks!
Userlevel 1
Yes
It would be amazing if the new Outlook Add In could display open CTA’s associated with the org once the contact/org has been detected, allowing the CSM to select the correct CTA to link to.
Thanks!
Userlevel 7
Hello
CTA support in plugin/add-in is part our roadmap. We will keep you posted about the updates on this.
Userlevel 1
Amazing, thank you
Userlevel 1
Hi
Userlevel 6
Adding
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