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Be able to tie timeline entries to Success Plans from Timeline

Related products:CS Timeline & Activity Tracking
chriscuss_unity
  • chriscuss_unity
    chriscuss_unity

andreammelde

CSMs often start from Timeline for entries, not in a Success Plan.

It would be great from Timeline to have a dropdown option to immediately associate a Success Plan from Timeline. 

 

We want to avoid a CSM entering directly to Timeline when they intended to make it to a Success Plan and have to redo all their work

7 replies

sai_ram
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  • Expert ⭐️⭐️
  • 3727 replies
  • May 3, 2021

@andreammelde thanks for sharing this here.I like the idea and make sense too. I am redirecting this to the product team. 


Chirag
  • Helper ⭐️
  • 82 replies
  • May 3, 2021

Thanks for sharing your feedback @andreammelde. This is on our near-term roadmap. We’re working on providing support for multiple record associations from Timeline (multiple Companies, Relationships, CTAs, etc.). Success Plans can be added soon after the first release. The tentative delivery date is the end of Q3.


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  • Contributor ⭐️⭐️⭐️
  • 12 replies
  • January 31, 2022

Adding another vote to this, as our CSM’s work extensively in Timeline.  It will be super helpful to be able to associate their meeting notes, emails, etc. in the Timeline to a particular Success Plan in that account rather than duplicating that information into the Success Plan Timeline tab.


liam_nicholls
  • Helper ⭐️
  • 36 replies
  • January 19, 2023

Also discussed here: 

 


mpatra
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  • Gainsight Employee ⭐️
  • 137 replies
  • August 18, 2023
The following idea has been merged into this idea:

All the votes have been transferred into this idea.

balajibv
  • Contributor ⭐️⭐️⭐️
  • 10 replies
  • May 2, 2024

With AI applications creating summary and timeline on CSM’s behalf, its imperative that the system allows tie a timeline entry to ANY object. It just doesnt make sense that the Associated Records are just CTA - atleast not anymore.

Usecase :

CSM gets on a quaterly call to review Success Plan

Gong records the call

Horizon AI creates summary of the call and creates timeline enrty


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  • Expert ⭐️
  • 227 replies
  • May 2, 2024

Agreed with this as we get this request alot.

 

To add on to this, it’d be nice ot be able to also tie timeline entries to Success Plans via API, as well as CTA too.


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