Associate multiple contacts in the email assist task
Hi Team,
Is there any possibility to associate multiple contacts to the email assist task, automatically ? Customer wanted to see if there's a way to list out the names or emails of the contacts in the "comments" section.
Customer was able to get one contact in the comments section via rule, but that that didn't help given they have 6. Currently, we can associate one contact to have it auto populate as seen in this doc but the customer is looking for a way to populate as when they get to the tasks they don't know who to send to.
Reason : Reps who are working on a renewal, they dont know all of the contacts by name. So, they have to go into salesforce to look up the contacts to add to the email assist (which takes just as long as drafting an email).
I understand that it can only default to one contact, but I'd like to be able to better showcase the list of clients that are available for that particular account. Is there a workaround for that ?
Is there any possibility to associate multiple contacts to the email assist task, automatically ? Customer wanted to see if there's a way to list out the names or emails of the contacts in the "comments" section.
Customer was able to get one contact in the comments section via rule, but that that didn't help given they have 6. Currently, we can associate one contact to have it auto populate as seen in this doc but the customer is looking for a way to populate as when they get to the tasks they don't know who to send to.
Reason : Reps who are working on a renewal, they dont know all of the contacts by name. So, they have to go into salesforce to look up the contacts to add to the email assist (which takes just as long as drafting an email).
I understand that it can only default to one contact, but I'd like to be able to better showcase the list of clients that are available for that particular account. Is there a workaround for that ?