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Flag for internal objectives/CTA

  • August 13, 2020
  • 3 replies
  • 51 views

We have a need flag internal objectives/CTA in a GS to hide them from Customer when working in real-time sharing screens and in the C360

3 replies

danny_hallgren
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  • Gainsight Employee ⭐️
  • August 14, 2020

I like this idea for separate screen views for Internal and External viewers for Cockpit CTAs.

 

We already have something like this with Success Plans sharing. You can hide certain objectives and groups from external viewers when sharing the Success Plan with external viewers.

I would recommend that if there are movements and objectives that your teams are tracking and working on and also want to share progress with your customers, Success Plans would be the way to go. 

HERE is the document for Configuring a Success Plan for Sharing


jean.nairon
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  • Expert ⭐️
  • August 14, 2020

I would recommend Success Plans as well. It will give you a much better interface to share with the customer than having them look over your shoulder at the cockpit. Plus you can send them a link to it and they can view it on their own as well. 


mpatra
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  • Gainsight Employee ⭐️
  • September 4, 2023
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