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CTA supported attachment types

  • April 25, 2018
  • 2 replies
  • 22 views

angela_domenichelli
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CSMs need to attach macro-enabled excel files and MSG files to CTAs and tasks.

2 replies

dstokowski
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  • Gainsight Employee ⭐️⭐️
  • May 4, 2018
Where is the CTA Attachment being done?  In Chatter? In Timeline? Or in CTA Comments?

angela_domenichelli
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  • Author
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • May 4, 2018
Sorry, I should have made this more clear.  CSMs need to attach to CTAs, tasks, and send these types of files to the client using email assist in the task.