Goals, Success Plans, CTAs, Objectives, Tasks, Milestone, Activities, OH MY

  • 18 November 2022
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We’re evaluating the new Customer Goals feature and wondering if anyone has had experience rolling out Goals, specifically how the hierarchy works with all of the other types of touchpoints/logged items within Gainsight.

 

Would love to see some documentation of how to use Success Plans, CTAs, Objectives, Tasks, Milestone, Activities in conjunction with each other or talk through it with anyone who has rolled it out! 


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