Question

Gainsight Assist Log email to Company/Relationship

  • 28 February 2022
  • 1 reply
  • 35 views

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Hello,

Using Gainsight Assist on Outlook.

Once an email is logged to a timeline, is there a way to change the company or relationship?

Thing is our Company/Relationships are frequently changed because of the number of customer we are working with and their hierarchy can change a lot. 

 


1 reply

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I believe the only way to update the Relationship afterward is IF the email is saved to a draft. If it is logged to a Company, it needs to be deleted and recreated. 

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