I got this from one of our CSMs:
You know what would be cool?
If Gainsight had the ability to scan the emails we put in, or the names, and auto-include them on the Internal/External section. For timeline activities.
That would be really cool.
auto fill email/ names on internal/external section for timeline activities
+5Are you referring to BCC to Timeline? That should log external attendees from the To if there is a match in People records.
+1
Hey
Do you solve this problem ? One of our CSM’s come up with a similar question:
Our CSM's distribute a Customer Health Score to customers and this should be automatically transferred from the email to the timeline. Is something like this possible?
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