Cockpit filter based on Contacts attached to CTA's.
None
Posting on behalf of customer. Currenlty on the cockpit you can only create a fitler based on information from the Account, Customer Info, Call to Action, or Relationship objects. The Contacts associated to a CTA are stored on the AssociatedRecord object and it might be nice to filter CTA's based on that information.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
For example, if I have a weekly / biweekly /monthly meeting from Nancy, Dir of Revenue Cycle, I would love to screen share my cockpit and display all the CTAs where I listed Nancy as the associated contact.
I can make updates to the CTAs during this meeting, instead of creating a report to sharw with the client and/or creating another layer of work to update the CTA.
Hope this helps!!
The CSM can then meet with Nancy and display all the CTA's that pertain to her 10 accounts.
These enterprise accounts can have many CTA's, additionally the CTA's are different types, so I cannot assume that all 'Revenue' CTA's are Nancy's. She can also be associated with Performance or Technical/Product CTA's.