CS Product Ideas

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242 Posts

Email Assist - emailing multiple accounts

Rule Execution Logs from Scheduled runs not containing Action Details

Export Option in Timeline

Cockpit Collapse - Expand All

A/B Testing for Copilot

Adding Account Team Members through Gainsight

Success Plans: Is it possible to link a custom SFDC object to add editable fields in the 'Plan Info' section?

Is there a way to show progress toward renewal goals in Reports 2.0?

Email Assist Attachment Limitation

Option to provide Batch size for each rule

Suggestion about workarounds to create CTA by rule with a specific Due date

Success Plan Templates - Ability to change success plan type or copy to another type

Allow Direct Rule Notifications to include link through Salesforce

Include Survey Link in AO Escalation Email

Ability to Exclude Weekends from Reporting

Percentage formula field in Report Builder

Advanced outreach skip email in a chain

BCC from Timeline - Search account via email not just company name

How to set up Task Record type during Load to CTA Rule

Need ability to track time in success plan objectives and CTA's

Reports - Trending report Monthly/Quarterly/Yearly

Success Plan Reporting: Drafts and Objectives

Automated migration of Rules from Production to Sandbox

Ability to create a CTA when a field in SFDC changes from one value to another

Rule filtering is TOO sticky

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