Three quick tips for Gainsight Admins to make the most out of Viewer Licenses

  • 28 March 2019
  • 1 reply

Userlevel 7
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Hi everyone -

I'm back with another how-to video 🙂 The theme is how to make the most out of your viewer licenses.

In this video we cover:

  1. How to add the relevant sections to the Account/Opportunity widget
  2. Placing the widget near the top of the Account/Opportunity layout
  3. Creating a dedicated Timeline activity type that can sync back to Activity History for the viewer license user, and encouraging @ mentioning the CSM in said activities.

If anyone has any questions or ideas, please add them to the comments!

1 reply

Userlevel 7
Badge +2
Thanks @spencer_engel, its useful, good job.