Email Assist - Power List

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  • Updated 1 month ago
I know there are several posts out there about this, but are there any updates about the possibility of expanding Email Assist capabilities? We have lots of use cases for this functionality, but are significantly limited by two things:

1) The limitation of only sending an email once per CTA.
2) Having to associate a CTA with a specific account.

We want to open up limited functionality to allow CSMs to send certain templates to their clients or to Power Lists.

Right now, we have to give them access to everything or nothing.

Any updates would be much appreciated.
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Elizabeth Adams, Champion

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Posted 1 month ago

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