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Gainsight Inc.

Printable Job Aids for Customer Success and Account Managers

The following job aids are intended to support end users in their early usage of the Gainsight application. Each document contains step-by-step instructions on how to use a specific area of the application, along with corresponding screen shots.

Gainsight Navigation & Support Resources

Customers tab: Understanding Your Book of Business

Cockpit: How to Manage Calls to Action and Tasks

Cockpit: How to Create Manual CTAs (in 2 mins or less!)

Customer360: How to Prepare for Customer Meetings Using the C360

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