148 - RM: Prompt sellers to add email-thread participants missing from Relationship Maps

Summary Surface people appearing on synced email threads (To/CC/BCC–style recipients) who are not yet on the Relationship Map, then prompt sellers to add or link them and place them in the hierarchy.

Why New stakeholders often show up in mail traffic before CRM and the map reflect them; curated maps drift unless someone manually reconciles inbox participants.

User story As a seller maintaining a Relationship Map, I want email-derived participants surfaced when they are missing from my map so I can extend coverage quickly without auditing every thread by hand.

Signals Depends on Salesforce email/messaging availability (for example EmailMessage and related syncing). Placement remains seller-approved; privacy, FLS, and duplicate-contact handling matter—see groomed acceptance criteria on the ticket.

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Upvoters
Status

Planned

Board

Backlog

Tags

maps

Date

About 2 months ago

Author

Nick Campion

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