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KatLeong
Gainsight Employee ⭐️
KatLeong
Gainsight Employee ⭐️
March 8, 2022

Feedback on EVOLVE with Gainsight - March 8, 2022

  • March 8, 2022
  • 11 replies
  • 278 views

Thank you so much for attending the EVOLVE with Gainsight Product Launch Series event on March 8th. We hope you enjoyed the event as much as we did. Please reply to this thread with any product questions you may have. Over the next week following the event, our product leaders will answer your questions. 


Don’t forget to complete the post-event survey!

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    vivekreddy
    vivekreddy
    Contributor ⭐️⭐️⭐️
    May 5, 2022

    Hi all! With regard to CSQL, we’ve have the exciting opportunity to access this capability first and would be happy to share our internal experience in deploying it. 

     

    Currently, the out-of-box capability covers emails to sales and a LEAD into Salesforce. It's also flexible enough for you to trigger the creation of an opportunity with some customization (we did this ourselves and are happy to show you how). Out of box capability to create an opportunity is coming soon.

    Would love a how-to on the customizations to auto-generate an opportunity.

    Here is a video on how to configure rules to auto-convert Leads to Opportunities: https://drive.google.com/file/d/1YJMuG8q9espk3g2L8x61nMrc7jSGdVQr/view?usp=sharing

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