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Helper ⭐️
August 13, 2024
New Idea

Link CTAs to Customer Goals directly from Cockpit (instead of always going to Customer Goals)

Related products:CS Cockpit & Playbooks
  • August 13, 2024
  • 0 replies
  • 17 views

At the moment, CTAs under Customer Goals need to be created or linked from the Customer Goals tab. We find this process to be too much clicking and syncing. Therefore, we propose for the ability to link CTAs to Customer Goals directly from Cockpit or Gainsight Home Cockpit widget, so everything can be done in one place.