Many of our CSMs have recurring weekly or monthly meetings with clients that have the same attendees, and generally the same agenda, however slightly different notes. It would be very helpful if a CSM could clone a Timeline activity and then personalize it further before saving to timeline.
Enable Timeline Activity Cloning by CSM
CS Timeline
Be the first to 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.