Hi Team,
At present, we can record timeline activities to C360 and R360 via the Outlook plugin. However, we lack the capability to directly log timeline activities under a CTA through the Outlook plugin. Can you please incorporate this functionality into the product?
Regards,
Vijayasailesh
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We also use the Outlook plugin to sync meetings and emails from a CSM’s Outlook inbox and calendar - but sometimes those emails or meetings have action items/next steps that a CSM has to follow up on. We are looking for a way to create a Task/CTA from that Timeline activity record so the CSM doesn’t have to navigate to Cockpit and create a CTA record.
Is something like this what you are also trying to do?
We also use the Outlook plugin to sync meetings and emails from a CSM’s Outlook inbox and calendar - but sometimes those emails or meetings have action items/next steps that a CSM has to follow up on. We are looking for a way to create a Task/CTA from that Timeline activity record so the CSM doesn’t have to navigate to Cockpit and create a CTA record.
Is something like this what you are also trying to do?
It’s a pain to go and do the linking afterwards and since we can search for the company / relationship record from Gainsight Assist, it doesn’t seem overly complex to be able to also search from CTAs on that relationship to link the entry to.