Our CSM team has been loving using the Gainsight assist in outlook to log to timeline key emails and milestones from Outlook. One issue we have seen is that if I log to timeline an email that was sent in the past the date is set to when we click send to timeline. Is there a way to have it be sent based on the email sent date? That way it accurately reflects when it was sent thus stays true to the timeline? Right now we send to timeline then go into Gainsight and manually update.
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Hello,
This would help a lot with the issues we are facing.
Is this to be considered?
Br,
+1 for this enhancement.
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