Hey everyone!
One of our CSM's came to us with the question whether it is possible to transfer a status from an email to the timeline.
Our CSM's distribute a Customer Health Status to customers, which can be green, yellow or red. Is it possible that the CSM's write something like "@status green" in the email and Gainsight automatically detects this status ?
I wanted to pass along a thought here from
Yes but takes some work. You have to fetch the data in a rule and then add a transformation and in here you can filter on Notes contains X.
Have you been poking at this workflow at all in the past couple of weeks,
Hey
sorry for the late response. We haven’t solve it yet, but i’ll try it. Thanks!
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