Ability to add a CTA not tied to a customer
None
As a CSM, I want to be able to create a CTA not associated with a customer, so that I have a reminder of tasks that I need to complete that don't log to the customer's record.
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How would a calendar integration with GS that shows all the personal tasks and CTAs in the same screen fit here?
I would like to add CTAs not associated to a customer so that I could use Gainsight for all of my tasks. This includes personal to-dos or internal activities. I would like these tasks to only be visible to me by default. This would allow for greater adoption of Gainsight because currently I have to keep a todo list outside of Gainsight cockpit for tasks not associated to customers. Examples include complete training, submitting performance reviews, scheduling travel, etc.
Hi Corey, let me ping our product experts to run this possibility past them.