Skip to main content
aschreiner
aschreiner
Contributor ⭐️⭐️⭐️
December 9, 2021
New Idea

Outlook plugin track to CTA

  • December 9, 2021
  • 2 replies
  • 180 views

Currently using the plugin enables the user to add the sent e-mail to the timeline of the specific customer account in Gainsight. This is not always helpful or making the information easy to find later on.

I received a request from an internal resource to enhance the plugin in order to have the sent e-mail pinned directly to a specific CTA? Ideally the user would be given all available CTAs on that account to chose from, directly in Outlook.

    2 replies

    anirbandutta
    anirbandutta
    Expert ⭐️
    December 5, 2023
    Updated idea statusAcknowledged→CLOSED (DUPLICATE)
    Idea merged into:

    All the votes from this idea have been transferred.
    It's an opportunity for engagement
      danny_hallgren
      Gainsight Employee ⭐️
      danny_hallgren
      Gainsight Employee ⭐️
      June 12, 2024

      This product enhancement would really benefit those who are using Pooled CSM Model / CTA to handle customer engagements. Having to copy and paste emails to the specific CTA timeline of the customer “case” can be a bit overwhelming. 

      Thank you for considering this product enhancement request.

      Terms & ConditionsAccessibility statement