Tracking Customer Calls, Meeting Minutes and Action Items

Related products: None

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
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.
Hi,





V1 of notes, activities and timeline is available now.





Thanks,


Nitisha