Convert Call and Meeting Activities into Email to Attendees
None
I just watched this week's webinar on Getting Started with Timeline-- good stuff. It occurred to me that it would be really cool if CSMs had the option to convert meeting or call type activities to an email. To: line could automatically populate email addresses for internal and external attendees. This would let CSMs share meeting notes without having to cut/paste or toggle between Outlook and Gainsight.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Hello Everyone!
Happy to announce that your request has partially considered and included as part of the v6.14 release. Gainsight now allows users to share Timeline activities as emails with the Share via Email option, which is available for all activity types on the Timeline page.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!