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kcsp
February 9, 2021
New Idea

Ability to Create Reoccurring Meetings in Timeline

  • February 9, 2021
  • 12 replies
  • 250 views

Our CSMs have recurring meetings with their customers where it would be helpful to either flag or log recurring meetings in Timeline. This would cut down on the time a CSM spends logging the same activity each week. 

12 replies

jbeker
Contributor ⭐️⭐️⭐️
April 25, 2023

Is there an update on this? This is frequently requested by our team of 20 csms

Helper ⭐️⭐️⭐️
April 26, 2023

 

Hi @jbeker , We are looking at calendar integration with timeline feature which can take care of this use case also. However, at this time do not have a clarity on when we can start working on this integration. Will update this thread once there is more clarity on timelines.