Cockpit and Playbooks
- User Guides
- Send Emails from Cockpit (via Email Assist and Send Email Option)
- Cockpit List View
- Cockpit List View: Commonly Used Filters
- Create Custom Views in Cockpit
- Create Manual Calls to Action (CTAs) and Tasks
- Create Manual Relationship CTAs
- Manage CTA and Task Due Dates and Owners
- Use Cockpit to Manage Daily Routine
- Using Call to Action (CTA) and Task Detail Views
- Admin Guides
- How to Configure Cockpit and CTAs (path)
- Configure and Sync Tasks from Gainsight to Salesforce
- Configure Cockpit List View, General Settings, and Reporting Categories
- Configure Cockpit Tasks
- Configure CTA Detail View Layouts
- Configure CTA Linked Objects
- Configure CTA Types, Reasons, Priority, Snooze
- Configure Emails to Send From Cockpit
- Creating and Closing CTAs from Rules Engine
- Federated Customer Management
- Formula Fields on CTA, Task and Success Plan Objects
- How to Create Playbooks
- Introduction to Cockpit and CTA Configuration
- Mass Edit CTAs and Tasks