Easily track who is considered a reference, current status, and for which reference activities they are available by incorporating the ReferenceEdge Reference Profile on the Customer360 view.
Create a report on the ReferenceEdge Reference Profile object in Gainsight’s Report Builder.
Include the fields: Contact Name, Reference Status, Attributes, Referenceability, Date Available, Last Use Date and Lifetime Reference Use.
Create a second report on the ReferenceEdge Account Request object in the Report Builder.
Include the fields: Reference Type Name, Deadline, Activity date and Approval Status.
Add these reports as new sections to the Customer360 layout.
