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Gainsight Employee ⭐️⭐️
June 21, 2018

Add a new "+Email CTA" option on the Cockpit and/or Timeline screen

  • June 21, 2018
  • 2 replies
  • 59 views
It would be great to have a "+Email CTA" option on the Cockpit and/or Timeline screens to save lots of time and make users much more efficient.  

It could allow a user to pick an "Email Template" that they want to use and then it automatically creates a new CTA with a single Email Assist task that can then be used to send custom/templated emails to internal/external recipients.

      2 replies

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      July 3, 2018
      Hi Link,

      The use-case of having this feature in Timeline is to send minutes of the meeting or activity details (like notes, attendees, etc.) in the email or the use-case is just to create a task where any email template can be sent to attendees?

      Thanks,
      Nitisha
      link_black
      link_blackAuthor
      Gainsight Employee ⭐️⭐️
      July 5, 2018
      Hi Nitisha,

      For my use case, having this capability on the Cockpit and Timeline pages is just for convenience to send a one off Email Assist using an existing Email Template.  It is on these pages that I find myself most often wanting to send an email, but this could really happen from any page in Gainsight.

      Take care,

      Link
        
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