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irit_eizips
Helper ⭐️
Mar 17, 2015 3:46 PM UTC

Build a QBR Tab in Gainsight

It would be very useful if we could have one page (or C360 section) where we could:
1) Upload documents
2) Summarize a QBR meeting (Who attended, what was discussed, what were the issues, feedback and action items linked back to CTAs).

    3 replies

    nick_mehta
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    Mar 19, 2015 4:56 AM UTC
    Agreed - definitely in our plans
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    sai_ram
    Expert ⭐️⭐️
    Jul 7, 2017 10:21 AM UTC
    Hi Irit, I recently started going through all of the unanswered posts. The "Summarize a QBR meeting (Who attended, what was discussed, what were the issues, feedback and action items linked back to CTAs)" request can be achieved by using the Timeline functionality. For Uploading documents feature I am creating a new post and closing it here.
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    sai_ram
    Expert ⭐️⭐️
    Jul 7, 2017 10:24 AM UTC