Build a QBR Tab in Gainsight
None
It would be very useful if we could have one page (or C360 section) where we could:
1) Upload documents
2) Summarize a QBR meeting (Who attended, what was discussed, what were the issues, feedback and action items linked back to CTAs).
1) Upload documents
2) Summarize a QBR meeting (Who attended, what was discussed, what were the issues, feedback and action items linked back to CTAs).
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Agreed - definitely in our plans
Hi Irit, I recently started going through all of the unanswered posts. The "Summarize a QBR meeting (Who attended, what was discussed, what were the issues, feedback and action items linked back to CTAs)" request can be achieved by using the Timeline functionality. For Uploading documents feature I am creating a new post and closing it here.
Following is the link for new post https://community.gainsight.com/gainsight/topics/feature-to-upload-documents-from-c360-section
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