Currently, Gainsight only provides 5 options for Timeline activities out of the box. It is easy to add new timeline activity types but it would be better for new admins to have a few more OTB options to drive their ideation on how to best use this feature.
Can you add two more types:
- Opportunity (used for CSQLs and expansion opportunities)
- Risk (used for identifying any churn risks that arise through telemetrics, surveys, or conversations with your customer).
I think adding these options will help CS Ops practitioners to think about how they are driving upsells and risk mitigation more effectively in the Timeline. Often I see the timeline as just a place to record activities but it can also be effectively used for tracking outcomes.