This article will walk you through how to manually add a customer to Gainsight. However, typically Admins use the Rules Engine to populate the customers in Gainsight org. If you do not have permissions on the CustomerInfo object, adding or deleting a customer to Gainsight will not be possible in the Gainsight Customers tab, Account widget, and Opportunity widget.
Customers Tab
To get started, go to Customers list view click the Browse (3 dots) icon and then click + New Customer.
Customer Information
Fill out the following details:
- Account Name - Required Field (type name to search Salesforce accounts)
- Status - Required Field (Default is Active)
- Stage - Optional
- Comments - Optional
Click Save to complete the process of adding a Customer to Gainsight.
