After conversations with our CSMs the idea came up if it is possible that contacts can be updated in timeline/activity instead to go to people list. Reason being that when they speak to a customer, they are in timeline to capture the information there. In those meetings they also here about contact changes.
By this they can stay in the timeline and do not have to switch to people list, which will be more efficient and any updates will not forgotten and it leads to more up-to-date and accurate contacts information.
Update contacts within timeline
CS Timeline
Be the first 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 username or e-mail address. We'll send you an e-mail with instructions to reset your password.