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Cockpit

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Photo of Britton Walker
Time tracking integrations
Does anyone know of or have suggestions for simple project management time tracking solutions that integrate with Gainsight/Salesforce? I...
  • 5 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Allie Gold
If anything is changed on CTA, CTA status should change from "New" to "Work in Progress".
If anything is changed on CTA by our CSMs, such as CTA due date or any comments or posts recorded, should change from "New" to "Work in P...
  • 26 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Seth
Template updates for 'Email Assist'
When using 'Email Assist', if I edit the email template, and then add a new CTA using the Playbook that includes that email template, the...
  • 12 me toos
  • 4 replies
  • Problem
  • Solved
Photo of Calvin Multanen
Report on Timeline Activites Created from CTAs?
Is it possible to report on Timeline Activities that are tied to a specific CTA? For example, for an Implementation CTA, it would be cool...
  • 1 me too
  • 2 replies
  • Question
Photo of Link Black
Add a new "+Email CTA" option on the Cockpit and/or Timeline screen
It would be great to have a "+Email CTA" option on the Cockpit and/or Timeline screens to save lots of time and make users much more effi...
  • 8 me toos
  • 0 replies
  • Idea
Photo of Ky Powell
Is there a way to push more fields to the SFDC Tasks object from Cockpit Tasks?
It seems that the fields pushing over from Cockpit tasks to the tasks object in SFDC is limited to certain fields like "subject". I would...
  • 1 me too
  • 5 replies
  • Question
  • Answered
Photo of Tom Gerth
Auto populate the recipient of an "email task" email
If we have an email task set up in a playbook, it appears that there is not a way to auto-populate who the email from that task will go t...
  • 5 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Kaycee
Global Filters for Cockpit
There's a way to filter the Cockpit using Advanced Filters, which is great, but it would be nice to be able for Admin users to apply a gl...
  • 19 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of Manmeet Dosanjh
Timeline Activity Types Quota
Is there any way that we can allow for more than 10 Activity Types? Since I can't delete the non-specific ones like 'Email', 'Call', 'Mee...
  • 10 me toos
  • 6 replies
  • Idea
  • Under Consideration
Photo of Joshua Roskos
Cockpit: List View | CTA's due today or past due
Hey folks! I'm trying to make a custom view in Cockpit where I can see the CTA's that are due today and any that may be past due. I thou...
  • 2 me toos
  • 4 replies
  • Idea
Photo of Steve Davis
Variant Email Templates In Email Assist
I have a request from a customer to be able to use (for example) the language variant when using email assist. In testing this it appears...
  • 7 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Travis Cooper
Account - Gmail Syncing
A previous CRM that I had used had a sync between the User's email address and all Account's addresses. For instance: If we created a ne...
  • 9 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Julie Mills
Management of overdue tasks
It's difficult to manage overdue tasks directly from the cockpit where the teams go to manage the day-to-day. It's hard to manage or sort...
  • 7 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Iqra Sheikh
Reoccurring event option for Activity CTA
Currently only the Lifecylce CTA has the option for reoccurring events. It would be helpful for it to be available on an Activity CTA, as...
  • 3 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Angela Domenichelli
CTA Playbook drop-down location
Please move the drop-down to add a playbook to a manually created CTA so it is directly below Owner.  When a playbook is selected, severa...
  • 1 me too
  • 1 reply
  • Idea