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    t.nelsonContributor ⭐️

    One-to-Many Timeline Activities Across Multiple CompaniesNew Idea

    ProblemMany Customer Success teams run webinars, workshops, advisory boards, user groups, training sessions, and other one-to-many engagement activities where attendees come from multiple customer accounts.Today, if a CSM hosts a webinar with attendees from 20–50 different companies, there is no efficient way to create a single Timeline activity and have that engagement reflected in each attendee's company Timeline. The current options require either:Logging separate Timeline activities for each company manually, which is time-consuming and does not scale. Building custom automation using Rules Engine, APIs, or integrations, which is often not justified for occasional events. Logging a single activity, which limits visibility when reviewing the Timeline for an individual customer account.Requested EnhancementAllow a single Timeline activity to be associated with multiple Companies and/or Relationships, with the activity appearing in the Timeline history of each associated record.Potential capabilities could include:Associate one Timeline activity to multiple Companies. Associate one Timeline activity to multiple Relationships. Bulk-select Companies or Contacts when creating an activity. Automatically surface the activity in each associated account's Timeline. Preserve attendee-level reporting and engagement analytics.Example Use CaseA CSM hosts a webinar attended by 45 contacts representing 30 customer companies.Instead of creating 30 separate Timeline entries, the CSM would:Create one "Webinar" Timeline activity. Select all participating companies and/or contacts. Save the activity once.The webinar engagement would then be visible from the Timeline of each participating customer account.Business ImpactReduces administrative burden on CSMs. Improves visibility into customer engagement history. Encourages more consistent activity logging. Better supports scaled Customer Success motions and digital engagement programs. Eliminates the need for custom automation for common one-to-many engagement scenarios.Would love to hear how other organizations are handling webinar, workshop, training, and user group attendance tracking in Gainsight today.