Logging emails at the Relationship Level
Our CoPilot emails are relationship based but we like to log automated emails to SalesForce activity, however, the checkbox on Outreach not allow access. Apparently, this is not a currently supported feature in the relationship Power List due to the way relationship contacts are stored. The checkbox uses the traditional SFDC contact object, it is a separate object from SFDC contacts. What is the roadmap for building out CoPilot for these relationship functions?
Hi Chen,
Thanks for the idea, We are continuously trying to improve Relationship experiences for the user(s), We will definitely add this to our roadmap and I will let you know once it has made to release cycle.
Thanks for the idea, We are continuously trying to improve Relationship experiences for the user(s), We will definitely add this to our roadmap and I will let you know once it has made to release cycle.
+3
Is this idea still under consideration? We're sending emails from relationship-based powerlists as well and it would be very helpful to be able to log the emails in the account activity history.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.