Flag for customers in cockpit with multiple open CTAs

  • 2
  • Idea
  • Updated 2 weeks ago
  • Implemented
This is a suggestion from one of our CSMs:

"As a CSM, I would like to see a flag or indicator next to the client name if there is more than one CTA in our cockpit for that specific client. This would be helpful as I am going through my cockpit so I can tell if I have an outstanding CTA. In this case - this client happened to have one notification to do a business review, and another notification to complete some year end proactive outreach."




Photo of Alison Kaprielian

Alison Kaprielian

  • 368 Points 250 badge 2x thumb

Posted 2 weeks ago

  • 2
Photo of Dan Ahrens

Dan Ahrens, Official Rep

  • 25,920 Points 20k badge 2x thumb
Hi Alison, it makes a ton of sense to want to know if there are more than one CTA for that customer. We designed grouping functionality to allow you to quickly group your Cockpit by customer. See info here on that: https://support.gainsight.com/Cockpit_and_Playbooks/User_Guides/02_How_to_Use_Cockpit_to_Manage_Dail...

Also, if you want to keep your existing grouping, you can use the text search (magnifying glass on the navigation bar at the center of the page) to look for that customer name, and only CTAs for that customer will appear.

Hope this helps!


Photo of Alison Kaprielian

Alison Kaprielian

  • 368 Points 250 badge 2x thumb
Thank you, Dan! This is super helpful!