This document will guide you through the configurations available under Administration > General > Customers.
Stage will be used to define what lifecycle stage a customer is currently in. Gainsight provides predefined stages as seen in the image above, however, you can Edit, Delete and Add New Stages as needed.
Add New Stage
To add a new stage, click New next to Stage, and fill out the following information:
- Name This is the name that will be displayed to the end user
- Display Order Determines the order in which the Stage will be displayed in the picklist
- System Name This is a unique back end name
- Short Name Must be 15 characters or less
- Active Check this box if you want to use this stage
Customer Search Settings
Select one or more Field Names that you would like to use for searching customers on pages throughout the application, where it says "Customer name starts with."
By default, you can search customers using Customer Info -> Name.
Note: We recommend including no more than 2 fields in search criteria in order to preserve search performance. However, you can add more fields, but don’t check the “Include in Search” option. These additional fields will display in the search results as pictured below:
Revenue Band Configuration
Revenue Band Configuration can be used to define your segmentation of customers within a range of Monthly or Annual revenue. This field will be available to use in reports in and UI Views.
By default, revenue bands are not turned on. To turn on, click the Configure button.
By default, Gainsight will setup 4 Bands. However, you can edit, remove or add new bands per your business model. The Revenue band will be based on MRR; however, you can change this to ASV if you prefer.