Hello Community,
We’d like to hear what you have to say regarding a new workflow that is being worked on for Logging email to timeline.
Chrome plugin: Logging email to timeline (Existing workflow)
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1-click logging into timeline
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All email activities are always logged in as timeline activity type “email”
Limitations
- Activity type cannot be changed
- Additional fields on the activity need to be updated by going to Gainsight timeline and editing the activity
Chrome plugin: Logging email to timeline (New workflow)
- Clicking on log to timeline button opens complete timeline activity creation experience
Note: Every email logging will require 2 clicks.
