I wanted to know if there was a way to see upcoming scheduled calls for a customer (company)? We could have up to 3 CSMs servicing one client so wanted to have visibility into scheduled calls that other CSMs were having for reference or to ensure that we are not all calling the client at once.
Userlevel 7
+9
Great question,
There are likely ways to do this, but tell us more about if or how your team is documenting those upcoming scheduled calls. What process or mechanism do you already have to record upcoming call dates/times? Or maybe there’s none, which is fine. Knowing what you’ve got will help us think on solutions.
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 username or e-mail address. We'll send you an e-mail with instructions to reset your password.