Add a new "+Email CTA" option on the Cockpit and/or Timeline screen

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  • Updated 2 months ago
It would be great to have a "+Email CTA" option on the Cockpit and/or Timeline screens to save lots of time and make users much more efficient.  

It could allow a user to pick an "Email Template" that they want to use and then it automatically creates a new CTA with a single Email Assist task that can then be used to send custom/templated emails to internal/external recipients.
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Link Black, Employee

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Posted 3 months ago

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Nitisha Rathi, Employee

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Hi Link,

The use-case of having this feature in Timeline is to send minutes of the meeting or activity details (like notes, attendees, etc.) in the email or the use-case is just to create a task where any email template can be sent to attendees?

Thanks,
Nitisha
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Link Black, Employee

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Hi Nitisha,

For my use case, having this capability on the Cockpit and Timeline pages is just for convenience to send a one off Email Assist using an existing Email Template.  It is on these pages that I find myself most often wanting to send an email, but this could really happen from any page in Gainsight.

Take care,

Link