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jennifer_bantelman
jennifer_bantelman
Contributor ⭐️
October 23, 2015

Make Customer field optional in Cockpit

  • October 23, 2015
  • 2 replies
  • 50 views
As part of my role here, I am in charge of the config, management, and disabling of proof of concepts in our late stage prospects. There are a lot of steps I go through here, and I'd like to manage this through a Playbook I've made. The catch is that these are prospects, so they don't show in my customer list in Gainsight, so I can't actually create the events in Cockpit. I would love to have a way to make the Customer field optional in certain CTAs.

      2 replies

      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      October 23, 2015
      Thanks for sharing, Jennifer. Have you considered bringing these Accounts into Gainsight? We could flag them as prospects, so that they can be filtered out from certain reports.
        dstokowski
        dstokowski
        Gainsight Employee ⭐️⭐️
        October 24, 2015
        If you consider Manu's suggestion, we also have used the "Inactive" status to handle some of these use cases.  The nice part is that Inactive customers won't affect your customer tab, Active customer count or metrics but would allow you to leverage CTAs and even create a C360 with their Usage data for trial customers.
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