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Gainsight is introducing the most awaited Note Templates, a way to add templates in your Timeline Notes which makes it easier and faster to log Timeline activities.
- A preview of the Template will be visible before Users apply it in the Notes.
- Users can modify the text from applied templates while writing the notes.
- Admins will be able to compose the Note templates in the Administration (Timeline).
- Admins will be able to align the created templates with different Activity Types. Hence, Users will apply templates available for the specific activity type they are creating.
Play the video to learn more.