Allow Timeline Activities to be Cloned

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  • Idea
  • Updated 2 weeks ago
  • Under Consideration
Right now, CSMs have to add a lot of the same information into Timeline Activities when they're creating them for the same account. A lot of them have requested that they be cloneable and then editable (similar to the functionality for rules).
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Jen Pakravan, Champion

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Posted 9 months ago

  • 7
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Karl Rumelhart, Official Rep

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Thanks for the post.  Can you explain a bit more about why the CSMs feel the need to clone?  Under what situations would this be useful?
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Jen Pakravan, Champion

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Often CSMs have weekly syncs with the same customer contacts and attendees at each of these, and they find it cumbersome to have to fill in this info every time. Does that help?
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Karl Rumelhart, Official Rep

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Got it.  Yes, that makes total sense. 
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Jen Pakravan, Champion

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thank you for clarifying!
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Sarah Kokin

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We'd love to have the ability to clone Timeline activities for very similar reasons as noted above.  
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Paul Chang

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+1 - Any update on this?