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New Idea

Ability to email to Success Plan Timeline

Related products:None
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    teena
  • zach_davis
    zach_davis
  • samantha_braastad
    samantha_braastad
  • kristin_f3c469
    kristin_f3c469
  • robert_johnson_c15170
    robert_johnson_c15170

timellis
  • Contributor ⭐️⭐️⭐️
  • 19 replies

Currently the “email to” functionality supports sending an email to Gainsight for attachment to a C360 or R360 timeline.  However, there does not seem to be any way to associate an email with a Success Plan Timeline and since the functionality to move a timeline entry from one timeline to another doesn’t exist either, there is no way to associate an email with a Success Plan timeline.  Please provide a mechanism to do this in the product.

3 replies

kpolleck
  • Contributor ⭐️
  • 2 replies
  • October 31, 2023

While I can imagine it might be hard to figure out what Success Plan to attach the email to, the more generic need to...

Move a timeline entry from one timeline to another (i.e. C360/R360/Success Plan)

...would solve numeorus challenges.


timellis
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  • Author
  • Contributor ⭐️⭐️⭐️
  • 19 replies
  • November 2, 2023

@kpolleck 100% - here’s that request: 

 


  • Contributor ⭐️
  • 1 reply
  • November 2, 2023

It will also be nice to be able to associate a timeline entry to a CTA


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