In the image below, I have drafted this as an addition to a success plan. However, I could also see this being added as a separate tab on the left hand side of the page.
It would be nice to have the ability to add an image of a given customer's workflow for documentation purposes.
In the image below, I have drafted this as an addition to a success plan. However, I could also see this being added as a separate tab on the left hand side of the page.
In the image below, I have drafted this as an addition to a success plan. However, I could also see this being added as a separate tab on the left hand side of the page.
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Hi Brandon,
Gainsight does have the ability to embed a web page as a section of your C360, which might be useful in this case. If you use an online storage platform like Box.com, that would be perfect, as we've documented how to embed a Box.com page: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Examples_and_Tutoria...
Here are some more generic details on how to create an embedded page section - you can embed any visual force page and most simple URLs: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...
Here's a demo of doing exactly this using your sample graphic:
Gainsight does have the ability to embed a web page as a section of your C360, which might be useful in this case. If you use an online storage platform like Box.com, that would be perfect, as we've documented how to embed a Box.com page: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Examples_and_Tutoria...
Here are some more generic details on how to create an embedded page section - you can embed any visual force page and most simple URLs: https://support.gainsight.com/Product_Documentation/Customers_and_Relationships/Admin_Configuration/...
Here's a demo of doing exactly this using your sample graphic:
Thanks for the update and the idea, Dan! Speaking with our Gainsight Admin, I'd still like to champion the idea of having some sort of attachment/upload feature to a Success Plan, given the LOE for using the embedded page section. Although it is definitely nice to know that there is an alternative option that exists.
Also update Success Plans- Attaching external documents with this use-case.
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