Hello, 

We are looking to better manage playbooks based on the next task due due date. For example: lets say a CTA due date is 1/30 but the next task in the playbook for that CTA is due 12/26. Is it possible to create a filter so this CTA is at the top of cockpit because it contains a task with a more recent due date?

Also, would it be possible to include that if next task due in the playbook of the CTA was past/overdue the CTA would show up at the top of the cockpit as well?

Thanks! 

Jack

Hi,

We launched Scorecard 2.0 back in August and we’d like to see if there is a way to report on customers that have had an overall score of 3 since then? (i.e. no changes since the launch). I’ve looked at the Unified Scorecard Fact Object but could use some help with a few of the lookups.

Hello @jack.dugan -- not sure if this answers your question in advance, but see my screenshot below: in Cockpit, the user can select to sort for “Next Task Due Date” and it will break them into groups based on “over 15 days overdue”, less than 15 days overdue, due next 15 days, etc.

We can review some of the details/nuances during the coming Office Hours session, but wanted to provide this info to you after confirming it in my test org:

Hello, I am trying to set up a rule that determines a customers volume of usage. There is an object created that has options for high, med, low. What I'm trying to do is set up a rule that ties that object (word usage) with the number usage and the parameters of what counts as high/med/low.

Hi Scott,

I just have a question about how to log a customer inbound email into the timeline? Not sure if that is possible. We are trying to capture our CSMs response rate more accurately.