US Admin Office Hours (Thursday session) - 03/26/20 - 11 a.m. PT - Pre-session Thread

  • 25 March 2020
  • 4 replies
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sdrostgainsightcom
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Hello everyone!

This thread is for our weekly Thursday Admin Office Hours session, which will be held this coming Thursday, March 26, 2020 at 11am PT / 12pm MT / 1pm CT / 2pm ET.

Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Thursday, March 26, 2020 at 11am PT / 12pm MT / 1pm CT / 2pm ET

https://gainsight.zoom.us/j/253252739

Meeting ID: 253 252 739

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Meeting ID: 253 252 739

Find your local number: https://gainsight.zoom.us/u/aqridFplx

Scott Drost, Gainsight -- Principal Customer Success Architect

4 replies

tony_tao
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Load CSV to update CTA fields

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Hello all,

I need the CTA to be assigned to each account’s CSM, yet in the default owner field I am not able to select that option, only a specific user. There is probably something I am supposed to add in the sources but I can’t figure out what that is.

With the advice of Spencer Engel, who responded to the thread I originally opened about this issue, I made sure to map the CSM ID as an External ID, but that did not seem to fix the issue.

 

Thanks in advance! :)

Tal

 

Dkirkpatrick
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I am running a cta on number of community posts.  most pulls as expected but the 0 posts is not pulling anything.  I need help with that

 

Every Second Counts!
tony_tao
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Load CSV to update CTA fields

@sdrostgainsightcom Hey Scott wanted to follow up n the use case of reporting for a count of CTA’s for different criteria i.e. QBRs, Strategic Account Reviews (These would be separate reports)

Ideally we would see All Accounts, CSM, Count of CTA as columns. We want to see where count of CTA is 0. 

Can you recommend the best way to approach this in data designer? Let me know if you need adtitional info

 

 

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