Solved
Create Outreach gives "User" and "Account" option?
+7Best answer by lila_meyer
Jeff is correct, but thanks, Seth, for pointing out a few documentation misses.
I updated the articles that describe the processes for creating email templates, power lists, and outreaches to include this option.
View originalI updated the articles that describe the processes for creating email templates, power lists, and outreaches to include this option.
+4I think this is for the email internal users function: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
Under Create an Outreach that screenshot is shown.
Under Create an Outreach that screenshot is shown.
Jeff Kirkpatrick
+5Jeff is correct, but thanks, Seth, for pointing out a few documentation misses.
I updated the articles that describe the processes for creating email templates, power lists, and outreaches to include this option.
I updated the articles that describe the processes for creating email templates, power lists, and outreaches to include this option.
+7Thanks Jeff -- it just confused me that I was given the option to pick it during the creation step, instead of in the picklist shown in the first screenshot in the article you linked.
Thanks for your diligence, Lila! Documentation is a babe who never sleeps 😉
Thanks for your diligence, Lila! Documentation is a babe who never sleeps 😉
Program Director, CS Innovation @ Gainsight
1 person likes this
+4Appreciate the call out for the doc team, Seth. With the rate of new things coming and changes to existing features, plus the short time frames between releases, the Gainsight doc team burns the candle at both ends to get everything taken care of.
+7And they're champs 😉 Our own documentation leader learned everything she could from your team before diving into her own work.
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.