Time of Task and Sync to Outlook Calendar
Our CSMs are requesting that Tasks have a due time (not just date) and that you are able to sync them with their outlook calendar. If they tell a customer they will call them at 2pm, it would be nice if the Gainsight CTA that they set for themselves had a task with a time of 2pm that would show on their outlook calendar.
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Yes, this would be extremely helpful as a CSM!
I think GS will need to enable the ability to sync tasks in addition to the CTAs which are already currently available. For the above to work, I think CSMs will need to be able to see Tasks in their calendar. There is an idea already posted for this here:
There are two things thats being discussed here.