C360: Creating multiple PDF exports
None
One of our CSM who handles hundreds of smaller accounts would like to be able to print multiple PDF files of the C360 view for all of the accounts coming up for renewal in the next 30 days. In other words, it would be very useful for him to setup a criteria (business rule) to have multiple PDF files created and sent to his email. The business case he describes is that he could then go over multiple C360 views quickly.
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There are going to be different ways to achieve this.
Stay tuned, we would have a elegant way to do this in few months.
We are looking at something called as an external layout which can be shared externally.
It will be a web link which you can share with a customer/ even internal non CSM teams who do not necessarily use Gainsight but would like to know about a customer. You can configure the sections based on whom you want to share with and send a link to their email. Is this something which could help you here?
Thanks
Abhishek S
Make the PDF C360 a priority.
The WebLink is just being lazy.
Are you referring to something else, or saying that you want to produce these in mass for multiple customers?