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spencer_engel
spencer_engel
Expert ⭐️
March 11, 2019

US Admin Office Hours - 3/14/19

  • March 11, 2019
  • 4 replies
  • 58 views
This thread is for the Admin Office Hours session for Thursday March 14, 2019. Submit your questions to this thread and we'll address them during our session at 11am PST / 12pm MST / 1pm CST / 2pm EST.

There is no need to register for the sessions anymore. If you have a question, please post below or join the meeting. I will go in order of posts below or joining the session. Thanks!

Conference Details

https://global.gotomeeting.com/join/493151677

You can also dial in using your phone.

United States: +1 (872) 240-3412

Access Code: 493-151-677

    4 replies

    bops
    bops
    Contributor ⭐️⭐️
    March 12, 2019
    Is this setup correctly to update "last premier consulting date" on the Contact when they recieve that email from GS?

    https://wordstream--jbcxm.na66.visual.force.com/apex/JBCXM__rulesmanager#v2/rule/c9a78512-b06e-43e2-8f18-8d512ff84587/actionsList

    darkknight
    darkknight
    Expert ⭐️
    March 12, 2019
    Hey Bobby - you might not want to paste links to your environment in community posts. Your company might consider that a security issue. Just a bit of advice.

    Better to post screenshots (be sure to redact any customer or other identification info)

    Jeff Kirkpatrick
    kstewart1289
    kstewart1289
    Contributor ⭐️⭐️⭐️
    March 14, 2019
    Hello!

    I have a report based on "Account Health Scorecard Fact" that shows my onboarding customers. It would be helpful for the CSMs to be able to see the next CTA due for each of the accounts in this table.

    How do I join this information together?

    Thanks!

    Karin

    dale_parent
    dale_parent
    Helper ⭐️
    March 14, 2019
    Hello,

    I have some general questions about Gainsight and switching to lightning experience. Also double booked and I will be joining late.

    Thanks

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