Conversations

Conversations 1 - 20 of 111
Photo of Britton Walker
Customize timeline fields Sally can access
I would really love the ability to customize what fields are available when logging a timeline activity through Sally. Our CSM's have qui...
  • Britton Walker, 6 hours ago

  • 1 me too
  • 0 replies
  • Idea
Photo of Seth
Update an Advanced Outreach Exclusion CSV
Advanced Outreaches allow you upload a CSV of participants to exclude. (Screenshot: https://cl.ly/1T0Y3E1M3Y2G ) I need to add a few fol...
  • 1 me too
  • 1 reply
  • Question
Photo of Jen Pakravan
ROI of Success Plans
We are about to roll out Success Plans to our CS org and there's understandably some reservations from our CSMs because they're being ask...
  • 3 me toos
  • 0 replies
  • Question
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...
  • 7 me toos
  • 5 replies
  • Idea
  • Under Consideration
Photo of Jeffrey Coleman
When manually running a rule, default the "rule date" to today
This one seems like an easy no-brainer... but maybe I'm not thinking of something... But it drives me crazy to be working on a rule and d...
  • 12 me toos
  • 5 replies
  • Idea
  • Implemented
Photo of Britton Walker
Success Plan Objective Due Dates
We would like to have more options for setting objective due dates when creating the success plan templates (much like we see with playbo...
  • 3 me toos
  • 1 reply
  • Idea
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...
  • 16 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Seth
Do not generate CTA in new Rule Action if all Identifiers are identical
I have a Rule that creates CTAs, but I'm updating the Bionic Query to, well, make it more complex. As a results, I need to change the Ac...
  • 1 me too
  • 2 replies
  • Problem
Photo of Kelly Dafni
Variable NPS based on Customer Contract Date - Troubleshooting
We have been in the process of implementing GS and are hitting some pretty frustrating roadblocks when it comes to setting up the logic t...
  • 2 me toos
  • 6 replies
  • Problem
Photo of Tom Gerth
Email assist tasks do not respect default token values
In some recent troubleshooting we've discovered that Email Assist tasks do not respect default token values. For example, if I have a to...
  • 5 me toos
  • 3 replies
  • Problem
  • Acknowledged
Photo of Drew H
No Scheduler for Publishing Advanced Outreach
Currently, there isn't a way to set up a Publish time/date for a one-time Advanced Outreach that must be started at a specific time/date....
  • 11 me toos
  • 6 replies
  • Problem
  • Solved
Photo of Leanne
Logging emails by bcc in Timeline
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  ...
  • 93 me toos
  • 19 replies
  • Idea
  • Under Consideration
Photo of Ben
How do you adjust the y-axix scale in column reports?
I am doing some reporting for our CSAT-style survey questions and hitting some confusion charts. The question itself can yield one of fiv...
  • 6 me toos
  • 4 replies
  • Question
Photo of Sarah Couch
Survey Permissions tied to Gainsight Permission sets
It would be really helpful if survey permissions could either be tied to overall Gainsight permissions (i.e. Full Permission w/ Access to...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Seth
Add clear link to get back to global timeline
For some reason, it's strangely unintuitive to click the red "GT" button to get back to the Global Timeline, after I've navigated to an A...
  • 2 me toos
  • 2 replies
  • Idea
Photo of Seth
Jump to C360
I assumed that clicking the blue name of a customer in the Chrome Plugin would take me to their C360 page, as it does elsewhere in the ap...
  • 5 me toos
  • 3 replies
  • Idea
Photo of Tom Gerth
Disable "Milestone" button on CTA
Is there any plan to allow the ability to disable the "Milestone" button on CTAs? I've never seen a way to turn this off as of now, but ...
  • 5 me toos
  • 5 replies
  • Question
Photo of Kate Green
Add Company Logo To All Snapshot Slides
Is it possible to add our company logo to not only the Title Slide in Success Plan Snapshot but also to the bottom corner of each slide o...
  • 4 me toos
  • 5 replies
  • Question
  • Answered
Photo of Britton Walker
Date Filters in Email Variants
The advanced logic for email variant filters is great! We have been able to simplify our email processes significantly with them. Howeve...
  • 8 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Seth
Make it able to hang out all the time
My CSMs would want to be able to use their browser normally -- navigating between Salesforce and Gainsight and our product and LinkedIn y...
  • 5 me toos
  • 2 replies
  • Idea