Is it possible to add copilot email sends to the 360 page?
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I would like to see on the C360 page what emails have been sent to various contacts at an account. How can we do this so on the 360 page we can know if an account has received a particular email or not.
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https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Examples_and_Tutoria...
Hello Everyone,
We are having plans to expose emails sent form Gainsight, will keep you posted about updates on this.
In order to get around this, we have a report from the email logs on the C360, and then we are able to apply the permission for CSM to navigate to “Email Templates” but not edit. This allows them to go to the Email Templates section and see what was the correlating email template contained. Its not ideal - but it is a workaround for now
Hello All,
We will be launching email from anywhere capability in Q3, post which based on request we can even support email capability from C360 page or any module of gainsight.