Hi!
We are doing some rework in our Gainsight Home dashboard.
I know that it would provide a lot of value to have CTAs that are due today available directly in the dashboard. Is this possible?
Hi!
We are doing some rework in our Gainsight Home dashboard.
I know that it would provide a lot of value to have CTAs that are due today available directly in the dashboard. Is this possible?
Yes -- this is possible. If you build a report based on the Call to Action object and add the Name field to show and then filter on Due Date = Today. The result will be a tabular report that should have a list of CTAs with the name hyperlinked to the actual CTA.
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