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angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
April 25, 2018

CTA supported attachment types

  • April 25, 2018
  • 2 replies
  • 41 views
CSMs need to attach macro-enabled excel files and MSG files to CTAs and tasks.

    2 replies

    dstokowski
    Gainsight Employee ⭐️⭐️
    May 4, 2018
    Where is the CTA Attachment being done?  In Chatter? In Timeline? Or in CTA Comments?
    angela_domenichelli
    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.  
    Angela Domenichelli (She/Her/Hers)