This document will guide you through the configurations available under Administration > General > Customers.

Administration > General > Customers

Administration > General > Customers

Customer Stage

Customer Stage

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

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 Status

Customer Status

Customer Status is a system defined field used to classify the status of the customer. You will not be able to add, remove or edit selections in this list.

Customer Search Settings

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

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.

CSM

CSM

The CSM section is where you will map the CSM from the Account record to the Customer record in Gainsight. Click Configure to create this mapping.

The field you select here will be available by default in CoPilot Power Lists' select list fields, so that you can configure Outreaches to appear to be from your CSMs.