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Thursday US Admin Office Hours (CS Platform): August 01, 2024 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

  • July 31, 2024
  • 4 replies
  • 43 views
sdrostgainsightcom
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Hello everyone!

This thread is for our upcoming Thursday Admin Office Hours session on Thursday, August 1, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET.


Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions).

There is no need to register for these sessions - you can join at any time. Once the session is underway, I will go in order of questions posted below first, then field questions from anybody else who has joined as well. Look forward to talking with you!

Conference Details (Zoom):

Thursday, August 1, 2024 at  11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting:

https://gainsight.zoom.us/j/95564886548?pwd=SGZyVmM2NGpYSW02RU5XY2x5TjJhUT09

 

Meeting ID: 955 6488 6548

Passcode: 296864

 

For dial-in info by your location, find your local number: 

https://gainsight.zoom.us/u/aeD4b4SdoB

Scott Drost, Gainsight -- Principal Customer Success Architect

4 replies

G
  • ganesh.patil
  • Contributor ⭐️⭐️⭐️
  • August 1, 2024

Hello Team,

When I create a rule using the 'Company Person' object, it is NOT pulling in all the customer-contacts within the object.

But when I generate a report out of the same 'Company Person' object, I do see those contacts.

I would like to discuss few examples and understand what maybe causing this issue.

Thanks,
Ganesh

J
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  • justo.casablanca
  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • August 1, 2024

Hi Scott. We have multiple Company records that need to be deactivated or deleted due to no activity on the account and no CSM assigned. I created a data designer to help me identify these accounts.

In this data designer, for each Company GSID I am counting the # of associated Relationships, Company Persons, CTAs, Success Plans, Activity Timeline records. If they are all 0, I am targeting the Company record for deletion.

Are there additional objects which I should consider taking their record counts before deleting the Company records?

C
  • chae.stewart
  • Contributor ⭐️⭐️⭐️
  • August 1, 2024

Hi Scott - 

Wondering how to set up a CTA for leadership to let them know a field has been updated. The field is a custom drop-down on the Company object that basically tracks CSM sentiment. Leaders want to be automatically notified when this field is updated by the CSM.

Thank you,

Chae

G
  • ganesh.patil
  • Contributor ⭐️⭐️⭐️
  • August 1, 2024

Hello Team,

When I create a rule using the 'Company Person' object, it is NOT pulling in all the customer-contacts within the object.

But when I generate a report out of the same 'Company Person' object, I do see those contacts.

I would like to discuss few examples and understand what maybe causing this issue.

Thanks,
Ganesh

I have managed to resolve this issue, thanks.

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