We would like to be able to use GS Stages at R360. This is a better fit for our business needs. As previously stated, we use Gainsight at the R360 level because we have various products within an account.
Hi Iqra, Are you able to create a new picklist field on the GS Relationship object to capture these? If so, you can then add it to the R360 so it can be manually changed in the UI and then added to reports, rules, etc.
Yes, we have tried it this way but we would like for the stages to be automatically set. We have the staged in the R360 but at a manual level where the CSM can add a stage, which isn't as accurate as we would like.