Add ability to group customer contacts into something like a DL
CS Timeline
CSMs often have to add customer contacts in as "external attendees" for all of the timeline activities they have to create and that's become cumbersome for them. Is there a way, maybe with the idea of a Gainsight "Person", where a CSM can create something like a power list or distribution list that contains all the active contacts for an account?
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Do you want to add this powerlist as an external attendee in the activity?
Can you share us the exact use-case you are trying to achieve .
One perspective to consider is that if you have a contact at a customer who is attending meetings and who is NOT in your CRM as a contact, this represents a gap and maybe a risk.
It's generally good data & contact hygiene to ensure that any customer contacts are represented as contact records in your CRM system.
In this regard, Timeline can help remind your CSMs to keep your CRM system updated and accurate.
One easy flow to help with this is that you don't need to leave the Timeline page to add a contact: