Sending Timeline Posts to Internal and External Contacts Via Email
None
It would be helpful to have an action button on the timeline post named "Email Post" that works withlike email assist.
Having the ability to email an entire timeline post to all of the internal and external contacts listed in the timeline post, including attachments, would be great.
The efficiency gain in post call notes would be felt immediately.
Having the ability to email an entire timeline post to all of the internal and external contacts listed in the timeline post, including attachments, would be great.
The efficiency gain in post call notes would be felt immediately.
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@All Please hit Like or +1 to increase the priority in the road-map.
Thanks for posting!
It would also be great to have a "+Email CTA" option on the Timeline screen for the same reasons (to save lots of time and make us much more efficient).
It could allow me to pick an "Email Template" that I want to use and then it automatically creates a new CTA with a single Email Assist task that I can then use to send custom/templated emails to internal/external recipients.