Hi Scott!  

1. This was asked by our Agent managers, can you add a Gainsight report to a CTA?  I am not sure this is possible.
2. I created four rules to run when a customer scorecard color changes (Green to Yellow and Yellow to Red) but it is not working as planned and is creating CTA's for accounts that are solid Green.  Ex rule: GAIN- 253 - Existing Scorecard - CMT - Yellow to Red Financial Flag CTA - GOV
3. This was just asked by the sales team, can a CTA be auto-created from a CSQL creation?

Thank you!!!

Hi Scott! I am the very new CSM Admin taking over, I attended last week. I learned we are trying to restructure the way our customers are set up entirely, so I wanted to pick your brain on how to go about this.

• I believe we would use relationships rather than hierarchies, but I am not sure we have them so I’d love to discuss my case
• Understand why a rule isn’t working (ARR per CSM and ARR percentage of overall)

Thank you so much!!

Hi Scott,

I am just following up on my multiselect field reporting from last week. I was able to progress further based on our last conversation but there is a different view that I would like to see for which I need some guidance. Thank you.

Hi Scott, 

I’d like to review the Data Design we discussed last week. I cloned your V3 Data Design and I have a few questions about the results. 

Thank you!

Kellie

I have a question about an email JO and using data designer to pull in most recent info on conditional wait step.

• How would I find contract end dates for months only, not years?

• Best way to track renewal forecast for CSM - renew, but also $ amount
• How does Gainsight store history?

I could use some assistance as I’ve set up derived lookup to obtain the Manager GSID within our SFDC Connector but it’s not adding the actual GSID.

Hi @Veronica.Moore -- sorry we couldn’t get through the list to your question yesterday, but hopefully you can join on Thursday.

Also, if you can post a screenshot of your derived mapping in the SFDC Connector, I might be able to get you pointed in the right direction with a quick look.  

I just posted the new thread for tomorrow if you can make it and want to add the question there - hopefully talk with you soon!

No worries @sdrostgainsightcom! I was able to get it working right after the call.

Woo hoo!  I’ll just mark it down on my list as “was somehow able to help even though I didn’t help at all!”  Glad it’s up and running, @Veronica.Moore !