Admin Office Hours - November 3rd, 2016
This thread is for the Admin Office Hours session for Thursday November 3rd,
2016. Submit your questions to this thread and we'll address them during our session at 11am PST/ 1pm CST.
To register for this session, please click here.
2016. Submit your questions to this thread and we'll address them during our session at 11am PST/ 1pm CST.
To register for this session, please click here.
I've added additional fields to the default Details and created another sub-section under the Success Plan Info Field Configuration. However, when I export, this additional information is not included.
If I send a NPS survey via CoPilot and a contact reaches out to one of our CSMs that they never received the survey how can we manually resend the the survey using the same email template?
How do we turn off the ability to sync Gainsight Tasks? I turned off the auto generate but I want to be able to turn off the ability to sync as well. Thanks
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