Tracking Customer Calls, Meeting Minutes and Action Items
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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?
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In addition, you can review the roadmap webinar they did yesterday.
Hope this helps.
Angela
V1 of notes, activities and timeline is available now.
Thanks,
Nitisha