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cameron_wright
Gainsight Employee ⭐️⭐️
Jul 10, 2018 12:03 AM UTC

Timeline Entry without linked account

I have a customer that would like to be able to add a timeline entry (potentially a CTA also) to track to do lists outside of linking to an account. 

I find that this could be very beneficial as Gainsight could keep track of more than just the account but also a "to do" list for daily/weekly/monthly tasks.

1 reply

dan_ahrens
Expert ⭐️⭐️⭐️
Jul 24, 2018 3:50 AM UTC
Could they accomplish this by adding their own company as a "customer" and then adding timeline updates or CTAs for internal use only?
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VP of Customer Success at Forcepoint