Replies posted by ana_rita_santos
Thanks Lila, I already did! The alternative is to use SFDC Data Loader, which is not an easy alternative for us, as we are not SFDC admins. And deleting one by one in the Customers tab, is also not a viable alternative. We will probably drop this requirement for now, as having all the prospects in Gainsight causes entropy.
Any news about this feature? This is really needed! We are implementing a rule to load our Prospect Customers from Salesforce into Gainsight, whenever they have an opportunity at 90%. Loading is simple, we already have a rule for that, the issue comes when we want to remove those Prospect Customers from Gainsight if the opportunity is lost. Right now we cannot move forward with the rule implementation unless we have a way to "clean" the prospect accounts from Gainsight. :(
Hi Aditya, These are great news! Only the "no ETA" is concerning me for now. We are really missing this feature. We are starting with Gainsight at my company and this was a big no no for us. It is really important for our CSMs to be able to have a visual representation of the success plan. We could achieve this with the Gantt chart, if there was a start date editable in the CTA. Some thoughts on your questions: [list] [*]Agree that the created date should not be editable, a separate field will be more appropriate; [*]The CSMs should be able to adjust the start dates. They can come pre-filled from the template, based on the start date of the success plan (not the created date). This way, we would reduce the overhead of manually setting all the dates. [*]Tasks could inherit the start dates from the Objectives (or not). But yes, the start date should be editable for tasks also. [*]It would be great if we could have that kind of intelligence available, for setting the start dates based on
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