New Idea
Link Older Timeline Entry to New CTA
Hey Gainsight!
Something that would be helpful would be the ability to link old timeline entries to a new CTA. The reason for this is that during certain projects we manage a one time update or issue is noted in timeline. Sometimes that is all that it is, but often we see a trend of similar events reoccuring.
For example, I have a client who asked for additional training around a specific subject which led to a one-time timeline entry. Since then, they have asked several times for training and QnA sessions, which I would like to track collectively as a CTA being that it seems to be part of a larger project to manage vs a one-off request.
This is one example of many times I have found a trend of events with a client and would have liked to track and easily update the overall project of using a CTA.
Thanks!
Something that would be helpful would be the ability to link old timeline entries to a new CTA. The reason for this is that during certain projects we manage a one time update or issue is noted in timeline. Sometimes that is all that it is, but often we see a trend of similar events reoccuring.
For example, I have a client who asked for additional training around a specific subject which led to a one-time timeline entry. Since then, they have asked several times for training and QnA sessions, which I would like to track collectively as a CTA being that it seems to be part of a larger project to manage vs a one-off request.
This is one example of many times I have found a trend of events with a client and would have liked to track and easily update the overall project of using a CTA.
Thanks!