Within Gainsight, we are trying to find an easier way to view only accounts we want without having to make a new dashboard or list for each CSM. I noticed the “follow +” button at the top of the C360 in gainsight for customers. If I follow all of my accounts, is there a way to see all the accounts I am following in Gainsight so I can use that page for reference instead of having to search for my accounts individually?
Best answer by john_apple
You can make a Dashboard with a report of customers. Then set a Global Filter for the Dashboard to be filter on CSM = Current User. That way when you load that dashboard it will just shows customers that you are the CSM for.