Cockpit and Playbooks
- User Guides
- Use Cockpit to Manage Daily Routine
- Cockpit List View
- Create Custom Views in Cockpit
- Cockpit Calendar View
- Using Call to Action (CTA) & Task Detail Views
- Create Manual Calls to Action (CTAs) & Tasks
- Manage CTA and Task Due Dates and Owners
- Cockpit List View: Commonly Used Filters
- Relationship CTAs
- Send Emails from Cockpit (via Email Assist and Send Email Option)
- Admin Guides
- Configure CTA File Attachments
- How to Create Playbooks
- Assigning Playbook Permissions
- Mass Edit CTAs and Tasks
- Configure Emails to Send From Cockpit
- Configure and Sync Tasks from Gainsight to Salesforce
- Creating and Closing CTAs from Rules Engine
- Configure Cockpit List View, General Settings, and Reporting Categories
- Configure Cockpit Tasks
- Configure CTA Detail View Layouts
- Configure CTA File Attachments
- Configure CTA Linked Objects
- Configure CTA Types, Reasons, Priority, Snooze
- Federated Customer Management
- How to Configure Cockpit and CTAs (path)
- Intro to Cockpit and CTA Configuration
- Migrate CTA Layouts and Success Plan Layouts
- Tutorials
- SWOT Analysis
- Automating CTA Creation with Rules
- Readiness Risk CTAs at Gainsight
- Create CTA Forms Using Linked Objects
- Implementing a Code Red Process
- Receive a Copy of All Cockpit Emails
- Trigger CTA When Contact Clicks Email Link
- Tutorial: Trigger CTA Based on Health Score Change
- Tutorial: Trigger CTAs Based on Recent Timeline Activities