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Gainsight Inc.

Printable Job Aids for Customer Success and Account Managers

The following articles 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. To print or download these articles as PDFs, select the link below, and then click the PDF icon in the right corner of the page. 

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How to Navigate in Gainsight

Customers Tab: Your Book of Business

Cockpit: Use Cockpit to Manage Daily Routine

Cockpit: Create Manual CTAs 

Customer360: Prepare for Customer Meetings Using the C360

Use Timeline to Log Activities

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