Shared Success Plans in TImeline
CS Success Plans
Today as I was sending a client a Success Plan, I realized it would be great to have this email logged in Timeline especially since you do not receive a copy of what you send in the email to the client.
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I'm sending it from the Share Success Plan option on the C360. After previewing the Success Plan, this is the popup:
I'm imagining something similar to Email Assists. You can BCC AND it get's copied to Timeline.
CSM Name shared "Success Plan Name" with Client name.
Then it would show the date and time it was sent and all the other info a timeline log has.