Skip to main content

Hello everyone!

 

This thread is for our upcoming Thursday Admin Office Hours session today, Thursday, September 15, 2022 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, September 15, 2022 at 11am PT / 12pm MT / 1pm CT / 2pm ET

 

Join Zoom Meeting

https://gainsight.zoom.us/j/94537337300?pwd=VnZYWW9HYmR1L1JXNytuUFA2elJRdz09

 

Meeting ID: 945 3733 7300

Passcode: 301517

 

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

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

Hi Scott, 

Wanted to look at a JO Program query. I am expecting more participants than the query is returning.  

Also a quick follow up question on the rule that we looked at on Tuesday. 

Hi Scott - Wanted to review the CTA we started building on Tuesday.

Thanks! Melissa

Hello,

I am trying to configure CSQL’s so they create opportunities in SFDC instead of leads. Right now we have it set up to create leads and i cannot figure out how to update that to opportunities.

Thanks! Tom

Hey Scott - Need help adding timeline entry notes to scorecard history.

We are switching over to Scorecard 2.0. Will I lose the current manual Sentiment scores? Is there a way to migrate my current manual measures to the new scorecard. I see the history but the current measure is N/A. 

@sdrostgainsightcom TY for your help:) The Scorecard History Report I created in Data Designer is now populating with the desired timeline updates. Works great.

Reply


Terms & ConditionsCookie settings