Question

Logging Emails to Timeline in Success Plans

  • 13 September 2023
  • 2 replies
  • 33 views

Userlevel 3
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My CSMs are wondering if there is a way to capture timeline entries from GS Assist, so that it automatically logs into the success plan timeline?  Right now they are having to copy & paste, so I’m hoping there is an easier way:)

Thanks so much!!


2 replies

Userlevel 5
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Sadly no, there is no way to do this. Not even with API.

Userlevel 3
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Bummer:(. Ok, thank you for letting me know! @Wayne 

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