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#2minhowto- Log JO Emails to Timeline to Give Better Visibility to your Customer Facing Teams!

Ahunt
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  • Ahunt
  • Gainsight Employee ⭐️
  • 10 replies

A few releases ago we added the ability to log JO emails directly to timeline and wanted to share in this #2minvideo how this new visibility has helped me as a CSM to stay up to date with communications being sent out to my customers. 

 

I really do not like 😤  being surprised by content being sent out that was I was not looped in on (I take the ownership of my book of business seriously!) but I also realize I do not have the bandwidth to send out all the customer communications myself and even if I am emailed about them the inbox gets pretty overwhelming these days. A much better solution is to log important customer communications to timeline so I can see these when I prep before customer calls and I can even see who opened them. My admin friends I beg of you check this new capability out! 

 

https://www.loom.com/share/24b2a8a2cf2c4c2a9ebce1995310b7a5?sid=7877e06c-23f0-4ab4-8e4a-06ed1edba3cb

 

4 replies

Ahunt
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  • Ahunt
  • Author
  • Gainsight Employee ⭐️
  • 10 replies
  • July 12, 2023

Thanks for the nomination @jordan.angel. I nominate @Rachel_Toth and @kalebyurchak for a #2minhowto. 

anirbandutta
1 person likes this
  • anirbandutta
    anirbandutta
alylo
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  • alylo
  • Contributor ⭐️⭐️
  • 8 replies
  • July 12, 2023

This is a great #2minhowto! Thank you for sharing @Ahunt!

bytor104
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  • bytor104
  • Contributor ⭐️⭐️⭐️
  • 16 replies
  • November 1, 2023

@Ahunt This is great functionality to see. I have a couple of questions:

  • Is there plans to have this data also be logged to the Activity Timeline object in the MDA? As of right now, it seems to only show in the Timeline UI.
  • In the new Horizon C360 layout, there is a standard widget for Last 5 Timeline Activities. As of right now, these emails from JO do not show up in that widget. Is this something that is planned or meant to show up here? 
Ahunt
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  • Ahunt
  • Author
  • Gainsight Employee ⭐️
  • 10 replies
  • November 7, 2023

@bytor104 I reviewed this with our product team and no current plans on either item but we want to make sure we track this enhancement feedback. I see you already submitted ideas on both of these items so thank you that is how we make sure to capture this.

 

I will make sure to direct them to your submissions, its looks like they are already getting some upvotes! 

https://communities.gainsight.com/fid-0/tid-18026

 

https://community.gainsight.com/ideas/log%2Djo%2Demails%2Dto%2Dtimeline%2Dadd%2Drecords%2Din%2Dactivity%2Dtimeline%2Dmda%2Dobject%2D46999

 

 

 

anirbandutta
revathimenon
2 people like this
  • anirbandutta
    anirbandutta
  • revathimenon
    revathimenon

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