Topics started by jessica
I want to create a rule to help my CSM's adopt Gainsight by doing a next steps audit. I want to be able to track whether or not the CSM's created a new CTA after closing out a next steps CTA. What I would like is a rule that runs at the end of every week and filters all closed success next steps for that week and then triggers a CTA telling me if any new CTA's were created after those were closed. If anyone has any advice for helping me build this rule that would be great. Thanks!
How do you edit the summary section to add comments within CS 360? Do you need to add a status and a stage? If so, how do you add them?
How do you edit the summary section to add comments within Customer Success 360? Do you need to add a status and a stage? If so, how do you add the status and stage so you can save comments within the summary of the customers page?
Already have an account? Login
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.