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gsferracini
gsferracini
Contributor ⭐️⭐️
August 28, 2024
New Idea

Disable Activity Type options to show in Gainsight Assist on Gmail

Related products:CS Timeline & Activity Tracking
  • August 28, 2024
  • 3 replies
  • 104 views

Hi team,

Our CSMs use Gainsight Assist on Gmail, but we are not able to select which option we want to show there.
As a couple Activity Types impacts in coverage and other key metrics here, it would be very nice to have this on Timeline setup. 

Ex: For us it doesnt make sense to send an email ang log it as a meeting.

Thanks!

    3 replies

    darkknight
    darkknight
    Expert ⭐️
    October 8, 2024

    Agree with this ask (for both Gmail AND Outlook)

    There are Timeline Activity types that would never make sense to log via Gainsight Assist. 

    For example, we goal our CSMs on how many Business Review the conduct. 

    Typically those BRs are held remotely and thus are created via Gong synced meetings. Leaving Business Review as a selectable option in Gainsight Assist runs the risk of CSMs misclassifying emails that may be related to the Business Review, but are not the actual event we are trying to track.  It inadvertently inflates the numbers.

    There are other types that used for data capture and will have nothing to do with an email outreach. 

    Leaving these visible increases the potential for errant data.  We should be making it simpler for CSMs to know when/where to perform certain actions by giving admins control over where these activity types are accessible

    Jeff Kirkpatrick
      darkknight
      darkknight
      Expert ⭐️
      January 29, 2025

      ​@revathimenon Can this post be merged with this one? Thx!

       

      Jeff Kirkpatrick
        revathimenon
        revathimenon
        Gainsight Community Lead
        January 30, 2025
        Idea merged into:

        All the votes from this idea have been transferred.
        Where focus goes, energy flows.
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