Hi Scott,

I have been testing the integration with Gong. As Gong entries are uneditable, I do not see a way for users to upload attachments/notes. I know that the Comments section of a Timeline entry can be used for chatter however, it doesn’t allow attachments. I’d like to see if I’m missing anything.

Hi Scott, 

I have questions about JO program (specifically with surveys). If I am sending emails via JO from each CSMs, is there a way to bcc them only for their clients or is the only option to bcc a central mailbox and forward it to them? My understanding is there is a limit on how many you can bcc and we have about 15 reps. 

Hi Scott! What’s a clever workaround for the lack of OR logic in Dashboard Global Filters. Use Case: Leaders can be both a Manager of someone who owns an account, OR an account owner (CSM) themselves. With the current filter structure they can’t see all those accounts in a single view. 

I've been messing around with Unions and such to try and derive a data-driven / automated method but no luck so far. The best I can think of would be a manual rule-based approach to put all the leaders in buckets as a new custom field, which is less-than-ideal. 

Thanks very much!

Hey Scott - I have a question about R360.

Also, @sacha, I have a good example for you since we have some folks in our org that also have hybrid roles.

Hi Scott,

I have a simple rule that was working and now is failing.  Looking to see what could be the issue.

Hi Scott,

I am trying to put an individual scorecard measure on the New c360.  I made a report, but it looks bad, so wondering what way I can do it.  It would be nice if it could have the color as well.

Hi Scott, 

I have some CTA rule questions. 

Trying to fire a CTA weekly if the CTA is not closed.

Thanks, 

Jack

@sdrostgainsightcom any update on the capability to update the color on the report we worked on yesterday?

Thanks,

Mel