Shared Success Plans in TImeline

  • 6
  • Idea
  • Updated 1 month ago
Today as I was sending a client a Success Plan, I realized it would be great to have this email logged in Timeline especially since you do not receive a copy of what you send in the email to the client.
Photo of Lane H

Lane H, Employee

  • 8,266 Points 5k badge 2x thumb

Posted 2 months ago

  • 6
Photo of Lila Meyer

Lila Meyer, Official Rep

  • 14,184 Points 10k badge 2x thumb
Lane, where are you sending the Success Plan email from? There is currently an option to sync Email Assist tasks to Timeline.
Photo of Lane H

Lane H, Employee

  • 8,266 Points 5k badge 2x thumb
Hi Lila,

I'm sending it from the Share Success Plan option on the C360. After previewing the Success Plan, this is the popup:
Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

  • 8,710 Points 5k badge 2x thumb
Hi Lane, Do you want Bcc option(where you can add users)or Do you want it to automatically log it to Timeline or Do you wish to receive an acknowledge with the link?
Photo of Lane H

Lane H, Employee

  • 8,266 Points 5k badge 2x thumb
Hi Sai,

I'm imagining something similar to Email Assists. You can BCC AND it get's copied to Timeline.
Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

  • 8,710 Points 5k badge 2x thumb
Hi Lane, Thanks for sharing! I am forwarding this to our Product team.