Gainsight Assist: Add timeline fields to dialog where you associate company and relationship
Gainsight Assist for gmail is fantastic. One problem I run into though is not every email I log should be of type email (or whatever type it is set to). There may be times where I am logging an email for meeting minutes, or as a follow up to a phone call. And I want the timeline entry to reflect that it was an interaction and not just an email. And since the type can’t be changed, there is no way for me to go back into Gainsight and update the type. Additionally there are other fields like sentiment that would be nice to set within Gainsight Assist. Otherwise I either have to remember to go back into Gainsight to set those fields, or more likely they never get set.