We are heavy users of Relationships, and are also in a big push for our CSMs to hold strategic engagements (which we have set up as a timeline activity type) with their respective relationships. Our relationships are set up 1:1 for solutions that are sold on a customer’s contract. Sometimes these customer teams operate independently, other times the same team may be part of multiple relationships. This has caused us headaches in a few areas, but one in particular is logging/tracking our Strategic Engagements. Our current ‘solution’ is to copy/paste and log the engagement to all relationships that were included, but then we have duplicate activities on the C360.
What we’d like to see, is an option to log a single timeline activity on multiple relationships at once, but then only roll up to the C360 timeline as a single activity. This would give us the relationship level reporting/visibility we need, but not clog our account timeline with duplicate activities.
