Hi Community! We have an exciting new feature that we are getting close to release and want to do some beta testing with some engaged end users.
Cockpit Calendar Integration
What does the feature do: It allows CSM’s to add CTA’s to their calendar as events!!
Why would they want that: CSM’s start and plan their day from the calendar. Having your important CTA’s visible on your calendar will ensure that they don’t miss any critical due dates and better plan their day.
How can I choose what CTA’s get added to my calendar: Users can set a filter criteria for CTA’s to be automatically added to their calendar (Eg: sync all my Risk CTA’s due next week) or manually add them from Cockpit.
What all can I do from the synced calendar event : User can navigate to the CTA in Gainsight directly from the calendar event. In addition to this, users can update CTA due date & CTA Name directly from the calendar. Also if CTA due-date’s are updated in Gainsight the calendar event in automatically updated
What if too many calendar events get created: When defining the filters user can preview how many CTA’s will get synced to their calendar to give them a sense of how many events will be added. Also at any point of time users can delete all the synced events and redefine the filters to start over again.
Does this work for Google & Outlook Calendars: Yes
Is it available for both SFDC & NXT Editions: No, its available only in
• Criteria - Available only for NXT. Works for both Google and Outlook calendars. You should also be using Cockpit.
Timing - we want to choose testers no later than Feb 4!
Interested? Send me a DM or reply to this thread so we can get the conversation started.