Across
- 2. Once data is confirmed on Data Review call, what happens next while still on the call to confirm customer has access to their account? (2 words)
- 6. When customers call into Support and need something, that team will create a task named "CSS _____ _______" for you to contact your customer (2 words)
- 7. Where to check if customers have uploaded their data
- 10. What should Setup Manager book between the customer and account manager at the end of the Data Review Call? (2 words)
- 14. Program where cancellations are processed
- 15. One of three statuses for Gainsight Tasks
- 16. Team you'll work with to import data when you need some fancy excel work done (2 words)
Down
- 1. Field that is required to import jobs list
- 3. How many chilipiper links will Setup Managers have?
- 4. Name of second CTA in Gainsight Success Plan (2 words)
- 5. Will Rewins get the Setup Experience (Yes/No)
- 8. Tool used for submitting data entry requests and managing cancellation opportunities
- 9. What fields in BTAdmin need to be marked if data was entered during setup phase to progress customers past Setup
- 11. Name of Gainsight Activity to record post-meeting notes or customer outreach (2 words)
- 12. Important field to fill out when recording an Activity, especially when doing data configuration
- 13. Initial interaction with the customer to collect data and set expectations (2 words)
