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New Idea

Ability to add a CTA not tied to a customer

Related products:None
  • April 27, 2018
  • 4 replies
  • 44 views

dstokowski
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As a CSM, I want to be able to create a CTA not associated with a customer, so that I have a reminder of tasks that I need to complete that don't log to the customer's record.

4 replies

pawan_kumar_adda
  • Contributor ⭐️⭐️⭐️
  • April 30, 2018
So is the idea to use cockpit to also function as personal to-do list or calendar reminders?

How would a calendar integration with GS that shows all the personal tasks and CTAs in the same screen fit here?

  • Contributor ⭐️
  • December 8, 2021

I would like to add CTAs not associated to a customer so that I could use Gainsight for all of my tasks. This includes personal to-dos or internal activities. I would like these tasks to only be visible to me by default.  This would allow for greater adoption of Gainsight because currently I have to keep a todo list outside of Gainsight cockpit for tasks not associated to customers. Examples include complete training, submitting performance reviews, scheduling travel, etc. 


anirbandutta
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  • Expert ⭐️
  • December 9, 2021

Hi Corey, let me ping our product experts to run this possibility past them.


tmorgan
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  • Helper ⭐️
  • January 10, 2024

@anirbandutta  Has there been any further traction on this since the last post 2 years ago? I believe a function like this could be very helpful to Gainsight adoption because our CSMs would not have to toggle between tools and the Cockpit would be all encompassing for their tasks. I continue to hear from our CSMs that this is a friction point for them.