Right now the Leads section in C360 only allows the user to create leads and see in tabular report. It would be great to add some of the OOTB reports that come with leads as well.
We are working the Beta C360 and I cannot create a new group in the “Leads” pre-defined section to add reports, but ideally the visual reports would live in the same section as the tabular report for Lead creations
Ideally, this would look more like the “Surveys” tab
Hi
We have OOTB dashboard which consists of reports for leads. More details here->https://support.gainsight.com/Gainsight_NXT/Customer_Success_Qualified_Leads_(CSQL)/User_Guides/CSQL_Dashboard
Do you still have the same requirement ?
Why would you want to see visual reports on lead tab with table structure when you have a separate dashboard ?
Can you please share the screenshot of surveys tab ?
We would want to be able to embed so that CSMs do not have to go to separate dashboards if possible
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