Question

Can we add the CTA label to the email activity bcc to timeline?

  • 14 February 2019
  • 1 reply
  • 42 views

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Our CSMs use CTAs to remind them to reach out to customers to schedule meetings, then take notes and record their meeting follow-up emails from within the CTA. That way when they look at Timeline for the account, they can immediately see which meeting notes and follow-up emails went with the meeting because of the CTA label.



Is there a way to apply to CTA label to an email activity that has been created through BCC'ing to Timeline? We'd love to be able to keep everything organized.



1 reply

Interesting use-case. This is not possible as of now but we will keep this use-case in mind while enhancing 'Email To Gainsight' capabilities in the future.



Thanks,



Nitisha


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