Conversations

Photo of Domenic Armano
Add Tabular Reports to Outreach Templates in Copilot
When creating an outreach template it would be great if you could add a previously created tabular formatted report. This is not presentl...
  • 35 me toos
  • 24 replies
  • Idea
  • Under Consideration
Photo of Tim Anderson
CTA Due Date should reflect due date of next open Task in Playbook
For CTAs with Playbooks, the CTA due date defaults to the due date of the last Task in the Playbook series.  It would be helpful if the C...
  • 20 me toos
  • 13 replies
  • Idea
  • Implemented
Photo of Melissa Allen
Relationship Scorecard influencing overall Account scorecard
We have a lot of different products that we are separating out through the relationship feature. It would be great if we could use the re...
  • 11 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Ryan
Copilot Template Folder Structure
The Email Template section in CoPilot is very hard to navigate through when we have 40+ templates.  Adding an organization structure woul...
  • 33 me toos
  • 12 replies
  • Idea
  • Under Consideration
Photo of Domenic Armano
Ability to share scorecard via Outreach
Would like to be able to share the scorecard via a scheduled outreach for weekly reporting (via email) of customer health to internal sta...
  • 5 me toos
  • 3 replies
  • Question
  • Answered
Photo of Heather Hansen
CTA Type filter in C360 Cockpit
Would be great to have an option to filter your C360 cockpit by CTA Type.  Similar to the dropdown on Timeline to filter by Activity type...
  • 3 me toos
  • 2 replies
  • Idea
  • Planned
Photo of Cara Brill
Is there a way to show progress toward renewal goals in Reports 2.0?
Is there a way to add a line to a Current Year renewals chart so that we can see how we're tracking toward our renewal goal?
  • 8 me toos
  • 8 replies
  • Idea
  • Under Consideration
Photo of Domenic Armano
Relationship CTA List View Configuration
For relationship CTAs, it would be extremely helpful (imperative) that we can show the relationship fields and show them in the list view...
  • 2 me toos
  • 2 replies
  • Idea
  • Implemented
Photo of Sarah Couch
Allow all Cockpit group/sort/filters to remain sticky
Our regional directors use Cockpit to view CTAs for their teams as a whole. While the overall Cockpit Filter remains sticky, the "Owner" ...
  • 12 me toos
  • 4 replies
  • Idea
  • Implemented
Photo of Tyler Leeds
When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from a custom object?
When creating a success snapshot, I am only to pull tokens from the account object; is there a way to pull from other objects like a cust...
  • 3 me toos
  • 3 replies
  • Question
  • Answered
Photo of Domenic Armano
Categories for Email Templatesin Copilot
Within Copilot. It would be useful if there were "folders" or some other organization structure for email templates. As a CSM, it would ...
  • Domenic Armano, 2 years ago

  • 2 me toos
  • 0 replies
  • Idea
  • Archived
  • Merged
Photo of Domenic Armano
Ability to share Report of ACV by CSM in CoPilot
I've created a report that displays sum of ACV by CSM. I'd like to add that report to a copilot outreach. Unfortunately, copilot requires...
  • 1 me too
  • 1 reply
  • Question
  • Answered