- Attach Reports in Copilot while sending an outreach (beta)
- Playbook Permissions: Admins can manage which users have edit/create/delete access to Playbooks. All users will continue to have full access to playbooks until the Admin modifies their permissions.
- Transactions: see Timeline view and Reports in the Transactions section
- Sponsor Tracking: new URL search feature for locating LinkedIn contact information
- Dashboard filters can be released
- Success Plan Objectives: available in Cockpit Operational Reports and the C360 Summary section, and for reporting by CTA Type in Reports 2.0
- CoPilot Power Lists can be cloned
- C360 Attributes section is more customizable and attribute fields can be marked editable for end-users
- Chatter editor for CTA chatter posts now preserves special formatting (bold, italic, underline, etc.)
The October release is live in your Gainsight org. Here's a summary of the enhancements available:
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