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manda.edmonds
Contributor ⭐️⭐️⭐️⭐️
March 7, 2024
New Idea

Ability to modify CSM sentiment within the timeline

Related products:CS Timeline & Activity Tracking
  • March 7, 2024
  • 0 replies
  • 19 views

It would be great if CSMs could update the sentiment scores (or even other custom manual scores) via the timeline.

 

Use case:

As a CSM, I have a meeting with X account.  I have a feeling about how things are going and want to update the sentiment in one place.

 

Current workaround:

We have a drop down menu added to our timeline and a rule that gathers timeline entries, analyzed the sentiment score and updates it.