Link existing CTAs to new Timeline entries

Thanks for the post. This is something planned on our short-term roadmap and the tentative delivery date is early Q3.

We are interested if this use case will also solve an issue we are experiencing. Our CSMs use the gmail plugin or bcc to timeline often in their communication with their customers. Many times these emails are in relation to a CTA they have already created and are already tracking, but since the timeline post was created via bcc or gmail plugin, they can’t go back to their timeline entry to associate it with an existing CTA. Will this also solve for this?

@mendisueshort yes it’ll solve that use case as well.

Was this released in Q3? I had this come up as a question and don’t see a way to do this in the tool today.

Edit: I think I found it in the release notes. Is it this?https://support.gainsight.com/SFDC_Edition/Timeline/Admin_Guides/Configure_Associated_Records_to_Timeline

Edit 2: The above release is something different so will add that we have a similar use case “I want to track a CTA from start to finish and i want to associate all the emails and meetings with it”

@jkolle The association to CTA from the Email is not shipped yet but in the roadmap.

was this rolled out?

Wondering the same thing.