Hello Community. I am a CSM for a software vendor new to Gainsight.
A Delivery Manager from my company can be working on multiple accounts/projects I am responsible for.
I want to add an email I send to her for a specific account/project automatically from Gmail to Gainsight Timeline. I know how to connect Gmail to Gainsight Timeline.
Question: How to best set this up so Gainsight knows which account/project to align with for a specific email.
Challenge: Delivery Manager’s email can be associated with multiple Accounts/Projects.