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New Idea

Ability to Add Attendees to Timeline Templates for Recurring Meetings

Related products:CS Timeline & Activity Tracking
  • May 22, 2026
  • 0 replies
  • 5 views

CC Admin

Our team frequently hosts business meetings with a large and recurring group of attendees. Each time we log a meeting to Timeline, we must manually add every attendee, which becomes a repetitive and time-consuming task, especially when the attendee list remains consistent across meetings.
 

It would be extremely helpful if Timeline Templates could support pre-configured attendees, allowing CSMs to simply select a template and have the relevant participants auto-populated automatically.
 

This enhancement would help streamline activity logging, reduce manual effort, improve efficiency, and ensure better consistency across Timeline entries.