Tracking Customer Calls, Meeting Minutes and Action Items
Userlevel 3
We are in the process of rolling out Gainsight and our CSMs are looking for a place to track their meeting minutes and follow up up on action items from customer calls. It was recommended not to use a manual CTA as this may create too much noise. Is there anything in the product roadmap that will track these more transactional details and follow ups?
Hi, Tara - This is something on the roadmap. See this page for more info: https://community.gainsight.com/gainsight/topics/create-a-meetings-space-within-the-c360-view
In addition, you can review the roadmap webinar they did yesterday.
Hope this helps.
Angela
In addition, you can review the roadmap webinar they did yesterday.
Hope this helps.
Angela
Userlevel 7
+1
If you want to jump right to the portion of the Roadmap video - Karl Rumelhart talks about this at the 25:50 mark in the recording.
Userlevel 7
Hi,
V1 of notes, activities and timeline is available now.
Thanks,
Nitisha
V1 of notes, activities and timeline is available now.
Thanks,
Nitisha
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