- Contacts relation. We tag contacts into tons of timeline activities and CTAs but have no way to see ALL historic activities related to that contact. If I am call the CMO, I want to more easily find all the times she has been tagged into activities. When was the last call she was on? How many has she been on over 3 years of being a client? I have to keyword search the name, but if there are 2-3 Sarahs at that firm, I get way more than what I am looking for – must sift through.
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Hi
Thank you for the feedback.
Are the contact details added as external attendees or tagged within the Timeline entries?
Regards
Preethi
Added as external attendees.
Hi Meenal
We will soon be working on a P360 for every contact loaded to Gainsight which would help understand the history for the particular contact.
P360 would give an overview of the CTAs and Timeline posts associated with a contact.
Apart from CTAs and Timeline, are there any other details that would help you with understanding a contact?
Thank you
Preethi
Integration with People Maps would be useful here,
Got it. Thank you
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