Skip to main content

Gainsight Lookup 302 (CTA and lookups)

  • December 15, 2022
  • 3 replies
  • 49 views

romain
Forum|alt.badge.img+2
  • Contributor ⭐️⭐️
  • 9 replies

In the last few videos, we reviewed the theory, practical use of lookups and some limitations to consider.

Today, Gainsight Lookup 302, lookups and CTA.

  • Updating data on an existing CTA
    • Use case ERP SOW data and change order
  • CTA linked objects
  • CTA object lookup
  • Report builder formula
  • Rules engine CTA creation

 

gunjanm
Forum|alt.badge.img+13
  • Expert ⭐️
  • December 15, 2022

Romain, you’re crushing these videos!


anirbandutta
Forum|alt.badge.img+2
gunjanm wrote:

Romain, you’re crushing these videos!

Now that’s some testimony Romain 👏


revathimenon
Forum|alt.badge.img+6
  • Gainsight Community Manager
  • December 19, 2022

Just making it easier for other folks to find the rest of this amazing series:

 


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings