Conversations

Photo of Renee House
Relationship Timeline & Customer Timeline
Thinking about how to use the Relationship Timeline and the Customer Timeline. As the GA, I would love: The option to roll the Timeline a...
  • 32 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of Devin Churchill
List CTA reason in 360 cockpit view
Hello, Would it be possible to have CTA reasons as one of the columns within the Customer Success 360 Cockpit view?  It would be a nice ...
  • 6 me toos
  • 5 replies
  • Idea
  • Implemented
Photo of Devin Churchill
Timeline CTA Name
We've just started using the timeline feature for updates within our CTA's.  We have found it to be extremely useful, and clean when look...
  • 3 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Laura Webster
Viewing all tasks for a day or week.
I would like to understand how people are best keeping track of their tasks. My thought is that I would log in in the morning, and see al...
  • 18 me toos
  • 3 replies
  • Idea
Photo of Devin Churchill
Remove strike out from closed CTA name
Hello, Would it be possible to add an option where you can select whether or not the text of the CTA name is struck out?  As you close m...
  • 8 me toos
  • 4 replies
  • Idea
  • Under Consideration
Photo of Tony M
Ability to view pending tasks in a simple viewing "Cockpit" style screen?
Hi What I’m looking for is a "Cockpit" style screen layout that shows due tasks by date, not underneath CTAs.   At the moment I’m havi...
  • 12 me toos
  • 7 replies
  • Idea
  • Under Consideration
  • Archived
  • Merged