We use the relationship feature to segment our 'offers'. Product 1, Product 2, Product 3,...,Product 10 -- are all different relationships.
We sometimes have meetings that will cover 2-3 of those products and we log meetings in our timeline view.
Enhancement:
We would like the ability to log a meeting against multiple relationships. For example, a CSM may have a call that discusses Product 2, 4, 7. We would want to be able to log that call against each of those relationships.
Log timeline activity (such as email, call, meeting) against multiple relationships.
None
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.
Thanks for the post. Would it work if we give a clone option? You can then clone an activity from one relationship, select the second relationship and the activity will be posted to this second relationship.
Thanks,
Nitisha
This is not available yet but will be available in short-term.
Thanks,
Nitisha
In our model we're mostly looking at multiple relationships of the same type for this use case -- for example a client who is deploying multiple grant programs, each of which is modeled as a separate relationship for purposes of activity data, health scoring, etc. Yet a call/meeting would reasonably account for all of those programs. (And the account level doesn't work because there are multiple product families involved here.)
Hi Team - any updates here? Are we planning to implement this?