I was asked by Steven Kardell/Rockwell if it was possible to post an external email to a success plan timeline via email assist. I do not think that is currently possible, but did wonder if CTA Associated records might allow for an email to timeline activity to be associated with a success plan objective.
I guess there are two questions for Product:
- Are there any plans to enhance email to Timeline to allow for certain emails to be posted to a company success plan timeline? Would that even be possible?
- Could the Associated Records function be leverated to possibly facilitate this? or could it be used to associate an email task with an objective CTA on an active success plan?
