Does the SF activity created by the co-pilot sync have to be assigned to the user scheduling the outreach?
New functionality of copilot - Log Email to SalesForce Activity. Does the SF activity have to be assigned to the user scheduling the outreach? We are running co-pilot emails on a weekly basis, and since I'm the admin, they are "assigned" to me when they get created as an activity in SF. Can we get them assigned somehow to the CSM?
Hey Melissa, Can't agree more. Will check with the team for technical feasibility and add this to roadmap.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.