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perry_rogers
perry_rogers
Contributor ⭐️⭐️⭐️
January 25, 2019
New Idea

Connect Email to Timeline /BCC timeline updates to a CTA

  • January 25, 2019
  • 15 replies
  • 340 views
We would like the ability to tie timeline activities created through BCC/Email to Timeline to CTAs that have already been created. Before the email assist/BCC functionality, we would create timeline activities within a CTA (and still do so), but we are unable to tie BCC emails to a particular CTA now to keep our communications tied together.

If there was some way to include the title of the CTA in the subject of the email, or something like that, to tie the email to the CTA, that would help out our team greatly.

      15 replies

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      anirbandutta
      anirbandutta
      Expert ⭐️
      April 26, 2022

      Adding @Bhawya to the discussion

      It's an opportunity for engagement
        ymarzuki
        Contributor ⭐️
        July 27, 2022

        This idea was put up 3 years ago and a roadmap was promised a year ago and now...I believe this feature is still not available in Gain Sight. As more and more CSM works and processes are tied up to Gain Sight, and with emails continue to be prevalent in those engagements, this feature has become very crucial to help practitioners to be more effective in recording their activities in Timelines, which are by the way, most of the time associated with an Objectives or CTA in Gain Sight. 

         

         

          anirbandutta
          anirbandutta
          Expert ⭐️
          July 27, 2022

          @Bhawya pl take a look

          It's an opportunity for engagement
          Bhawya
          Helper ⭐️⭐️⭐️
          September 23, 2022

          We have one item in the recent roadmap for GA Everywhere - when logging an activity from a plugin(chrome/outlook) the activity composer will open in the plug-in itself. In this case, user can associate an existing CTA belonging to the primary company selected for the activity from within plug-in.

          Once there is more clarity on timeline, I can share delivery details.

          @arunabhat FYI

           

            jenlpro
            jenlpro
            Helper ⭐️
            February 22, 2023

            @Bhawya that’s an awesome update - do you have any news on the timeline yet? 

            This came up today with a handful of my users as we’re starting to close activities & CTAs more closely in the new fiscal year. Looking forward to this functionality being available!

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