Hi Team,
As of now we have an option log Timelines in Success Plan & CTA’s and we also have an option to log Timelines from Plugins. So customers request is to see a way where they can merge this two. Providing an ability to log Emails as Timeline under Success Plan/CTA .
The above might be little tedious so any of the below option of reparenting a Timeline will also help -
1) Ability to move a Timeline from an instance to another, like move from one Company to another or relationship to another relationship.
2)Ability to move a logged Timeline from C360 Timeline to Success Plan/CTA.
Just like feature Mass Edit of CTA’s/ Success Plan we can have Timeline Mass Edit to Edit or reparent Bulk Timelines at once.
Thank you!!
