Topics started by domenic_armano
Would like to be able to share the scorecard via a scheduled outreach for weekly reporting (via email) of customer health to internal stakeholders. Today, when creating a report for scorecard data - the values returned for scorecard are either 0-100 or hex color code.
Relationship CTA List View ConfigurationImplemented
For relationship CTAs, it would be extremely helpful (imperative) that we can show the relationship fields and show them in the list view. For example, we've created a relationship CTA, however the total account ACV is show for that CTA (which is incorrect).
Within Copilot. It would be useful if there were "folders" or some other organization structure for email templates. As a CSM, it would be great to filter by different categories such as general outreach templates, email, training templates, surveys etc. As templates are added it is unwieldily to scroll down the page and look at all the template cards.
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