Email to Timeline - Attaching to CTAs
None
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?
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?
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The lack of this feature is very annoying, activities and emails cannot be assigned correctly, and needs additional manual work, becomes time consuming.
The Email to Timeline feature is great however my team is required to make their timeline entries directly to the CTA they are working on. They have opted to not use the feature given that it is not helping them with efficiency. Is there an update on when this will be considered for development?
Email to Timeline is great, but not functional due it’s nature of attaching to the account, but not the CTA. Additionally, in the past it would attach with associated contacts, but now it will only attach if the “person” is being emailed. Too many times it ends up in drafts.