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tara
tara
Contributor ⭐️⭐️
July 20, 2016

Tracking Customer Calls, Meeting Minutes and Action Items

  • July 20, 2016
  • 3 replies
  • 63 views
We are in the process of rolling out Gainsight and our CSMs are looking for a place to track their meeting minutes and follow up up on action items from customer calls. It was recommended not to use a manual CTA as this may create too much noise. Is there anything in the product roadmap that will track these more transactional details and follow ups?

      3 replies

      angelahibdon
      angelahibdon
      Contributor ⭐️⭐️⭐️⭐️
      July 20, 2016
      Hi, Tara - This is something on the roadmap. See this page for more info: https://community.gainsight.com/gainsight/topics/create-a-meetings-space-within-the-c360-view
      In addition, you can review the roadmap webinar they did yesterday.

      Hope this helps.
      Angela
      Angela Hibdon
        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        July 20, 2016
        If you want to jump right to the portion of the Roadmap video - Karl Rumelhart talks about this at the 25:50 mark in the recording.
        VP of Customer Success at Forcepoint
        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        December 2, 2016
        Hi,

        V1 of notes, activities and timeline is available now.

        Thanks,
        Nitisha
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