Implemented

Tracking Customer Calls, Meeting Minutes and Action Items

  • 20 July 2016
  • 3 replies
  • 33 views

Userlevel 3
  • Registered User
  • 5 replies
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?

3 replies

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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
Userlevel 7
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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

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