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.
Page 1 / 1
Could they accomplish this by adding their own company as a "customer" and then adding timeline updates or CTAs for internal use only?
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.