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Contributor ⭐️⭐️⭐️⭐️
December 5, 2023

Cheat Sheet Feedback

  • December 5, 2023
  • 12 replies
  • 325 views

Below are the few points with regards to CheatSheet that needs further improvement. However, if anyone already has this figured out then would be happy to know about it.

Renewal Discussion: Final outcome of renewal discussion is not displayed (while this is added to the opportunity) it was not added to timeline. So Renewal Discussion tab didnt consider consolidating details from renewal opportunity.

 

Key Projects section: this isn’t reflecting the true projects themselves but yet meeting agenda/emails. Not sure if this truly gives a good look at the key projects and status of them.

 

12 replies

cmultanen
Helper ⭐️
May 15, 2024

Our team manages customers from the Relationship level so it would be great if we could have a version of this on the Relationship level as well since the team isn’t used to leveraging the C360 level.

waynedilworth
Contributor ⭐️⭐️⭐️⭐️⭐️
July 10, 2024

Reading the July 2024 Release Notes - it included this teaser:

  • AI Cheat Sheet Enhancements: Improve how you use Cheat Sheet with auto-refresh, relationship (R360) compatibility, and get better insights into usage with new reporting capabilities. 

Does that mean we will have the ability to add a cheat sheet to the R360 that will only include Relationship-Level information?  Or something else?