Admin Office Hours - 3/29/18

  • 27 March 2018
  • 7 replies

Userlevel 6
This thread is for the Admin Office Hours session for Thursday March 29th, 
2018.  Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.

To register for this session, please click here.

7 replies

Userlevel 5
Badge +6
We are going live on Friday at athenahealth!  A few questions:
How do people obtain sign in information for Gainsight Go?  Does each person need to individually email support?  Ticket example 39752
Rule CTA-36, no changes were made to the rule, but sometimes it is successful, and sometimes it fails.  Why?
Rule failure for IP address did not get emailed to the failure address: ticket 39768
Userlevel 5
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Additional question:

Is there a way to default the time zone when scheduling rules to eastern?
Hello -- I am trying to setup a CSQL (Customer Success Qualified Lead) rule in GS. The idea is that once a CSM identifies a lead, they would open a CTA and that CTA would autogenerate a SFDC opportunity with the appropriate fields mapped (ex: CTA name --> opportunity name, account owner --> opportunity owner, etc). I am having trouble figuring out how to setup the rule. Please help! 

If the above is too complex to review during office hours, I would like to know how to export a copy of participants in an Advanced Outreach. I can currently download a copy of respondents, but I cannot export a copy of all participants even though I can view them in a table in GS. 

Thank you!

Hi -- I'm unable to register/access the session... could I get some assistance?
Userlevel 5
Badge +6
Same here, I emailed Evan.
Me as well
Userlevel 6
If anyone is still unable to still access the session use the following link to join.