Gainsight Mobile - Display Relationships?
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Hello everyone,
We are planning on rolling out Gainsight Mobile to our Sales team to help give them a view to any customer at any time. In reading this how-to, it looks like right now you can only display at the Account level.
https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Overview_o...
Has anyone tried Gainsight Mobile out and any idea how to get the Relationship to display?
Thanks,
Scott
We are planning on rolling out Gainsight Mobile to our Sales team to help give them a view to any customer at any time. In reading this how-to, it looks like right now you can only display at the Account level.
https://support.gainsight.com/Product_Documentation/Administration/General_Administration/Overview_o...
Has anyone tried Gainsight Mobile out and any idea how to get the Relationship to display?
Thanks,
Scott
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The mobile version of the application does not support Relationships as of now.
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.17 release (SFDC / NXT). With this release, the Gainsight Mobile app is now enhanced to search and access C360 and R360 pages. A new option called Search is available to search a Company or Relationship to access the respective C360 and R360 pages.
On the C/R360 page, you can see the following tabs:
Details Tab: You can see the following sections in the Details tab, in the same order as configured in the Gainsight Web application:
Timeline Tab: C/R360 Timeline offers a complete view of all activities of a specific Company or Relationship. You can also create, edit, and delete the activities from the Timeline Tab, this functions the same way as that of the existing Global Timeline in mobile. A new Comments Tab is introduced to display all the comments related to that particular activity. The other activity details are shown in the Details Tab.
This feature is implemented in both SFDC & NXT versions.
Thanks for posting!