Admin Office Hours - November 3rd, 2016

  • 27 October 2016
  • 6 replies

This thread is for the Admin Office Hours session for Thursday November 3rd, 

2016.  Submit your questions to this thread and we'll address them during our session at 11am PST/ 1pm CST.

To register for this session, please click here.

6 replies

What would be the best way to set up CoPilot outreach for when a customer responded to a NPS survey and I want to send them a "Thank you for responding" email?
How do we turn off the ability to sync Gainsight Tasks? I turned off the auto generate but I want to be able to turn off the ability to sync as well. Thanks
NPS > By Survey reports, can I change the columns? We dont use MRR we use CARR
to SFDC Tasks*
If I send a NPS survey via CoPilot and a contact reaches out to one of our CSMs that they never received the survey how can we manually resend the the survey using the same email template?
Badge +1
I've added additional fields to the default Details and created another sub-section under the Success Plan Info Field Configuration.  However, when I export, this additional information is not included.