I’ve received feedback from CSMs who used to live and die by the Cockpit Calendar View pre-horizon that they wish they had more granular options to group CTAs in Cockpit List View, beyond just “Today” “Next 15 Days” and “Upcoming”

I realize Gainsight isn’t bringing back the Calendar view and that the direction is to use Calendar sync, however for CSMs that have a lot of customer accounts, this can really clutter up their Outlook/Google calendar view.

A good compromise would be to allow the addition of additional cockpit groupings i.e. “Tomorrow”, “Next 7 Days” and the ability to group by Due Date displayed by the actual day. 

 

Also they REALLY don’t like the “Due in 2 Days”, “Due in 3 Days” stuff either. Add the ability to display the actual Due Date.