I would love to see a better method of sending older/past emails to timeline that didn’t require going to the link to drafts and manually assigning them, because our exec’s are just being introduced to this feature and would like to be able to send older but important emails from before we began using Timeline to timeline. It would be great for accounts to have an email “address” assigned to use in the”to” field and send the email directly to the timeline using the same bcc field entry as when recording new emails that are sent to clients.Catching up on the important emails from the past if very time consuming when first using timeline and trying to get it up to speed on past emails.
More efficient way to send past emails to timeline
None
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This looks great! However, since our company uses Outlook, do you have a rough estimate of how long it will be until the Outlook version is available?
Hello@yarbraj
Yes, we are releasing add-in for outlook. BETA program will be available by end of July.
Hello@yarbraj
We have released outlook add-in, which will allow you to log past emails to timeline. https://support.gainsight.com/Gainsight_NXT/Email_Assist/Outlook_Add-in