Question
Tagging partner contacts on C360 timeline updates, calls, meetings, etc.
We have some customers accounts that are acquired through a partner. Those partners tend to stay around for the lifecycle of the customer and are involved in ongoing customer discussions, etc. Is it possible to tag partner contacts in the customer's timeline notes? The partner/customer relationship already exists in our Salesforce so I'm hoping these partner contacts can be exposed somehow to the customer account.
Hi Sang,
Can we identify partner/customer relationship by any attribute on contact object? If not, then can you give us more details of how this relationship is setup in Salesforce.
Thanks,
Nitisha
Can we identify partner/customer relationship by any attribute on contact object? If not, then can you give us more details of how this relationship is setup in Salesforce.
Thanks,
Nitisha
On our customer account, there's a section called Partners that lists out the partners and the opportunities they're related 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.