Add meeting plan for future meetings - Similar to Add Touchpoint but for the future

Stephen

• September 22, 2021 07:59

The "Plan" page is one single page that cannot be segmented by date and lacks the following desired functionality:

I would like to be able to create meeting plans (similar to the way you would create a task) that can be added to iteratively. I would like to be able to add dates for the meeting in the future. I would then like to be able to configure an email prompt, so that I am reminded of the details of the meeting plan prior to the meeting. 

I would then like to be able to add what was agreed to the plan and create actions tasks with an "Add to task" button. I would also like to be able to send email from outlook directly to the specific meeting plan. 

 

2

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  Luke Johnson

  • September 22, 2021 14:42

  +1 here. I think the Plan section has a ton of potential. This would add to that potential. 

  Here's another request that would make the Plan area even better: https://support.totango.com/hc/en-us/community/posts/360074095671-See-Account-Objectives-and-Plan-via-Segment

  And even one more: https://support.totango.com/hc/en-us/community/posts/360078454231-Plan-Summary-on-Account-page-Request-for-historical-change-log

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