Skip to main content
bill_palombi
bill_palombi
Contributor ⭐️
September 1, 2015

Dynamic Customer Lists

  • September 1, 2015
  • 1 reply
  • 39 views
It would be great to have a way to create simple, dynamic lists of customers. So often our team is creating groups customers that might not have a common field in Gainsight or Salesforce. In these cases it would be great to be able to simply add them to a list - much in the same way that you might add songs to a playlist in many music programs

      1 reply

      svaughangainsightcom
      svaughangainsightcom
      Contributor ⭐️⭐️
      September 1, 2015
      Have you tried using Customer Tags?  I think this might give you the functionality you are seeking.  More info available at https://support.gainsight.com/hc/en-us/articles/207882547-How-to-Use-Tags.
      Terms & ConditionsAccessibility statement