Best Of
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Re: Playbook Enrollment Visibility for Non-admin Users
@Catherine We have had this issue come up quite a bit! To solution for it, we have gotten a bit creative with the field update functionality to tie users to playbooks for segment building purposes. P…1 -
Re: Playbook Enrollment Visibility for Non-admin Users
Hi Catherine! Jumping in here to ensure you receive a response. Wanted to share what we've seen other customers do to overcome the visibility challenge for non-admins. As a note, I've also created a …1 -
Re: Playbook Enrollment Visibility for Non-admin Users
Exactly, @Catherine! You can use a Section Divider to show the image itself :)1 -
Coming Soon 🗓️ | Gong & Chorus Integrations (Jan 2025)
Seamlessly integrate your Gong or Chorus data with Catalyst We're thrilled to announce that soon, you'll be able to seamlessly integrate your Gong or Chorus data with Catalyst, unlocking a wealth of …3 -
Re: Creating a Module that considers 2 types of Segments
Hey Catherine! Thanks so much for the question and apologies for the delay in reply. You can accomplish this using Calculated Fields! If you created a calculated field on the account object that coun…1 -
Re: ✨NEW RELEASE | Cross-object segment enhancements
This is awesome!1 -
Re: Tracking NRR
Hi Matt! Thanks so much for the great question. NRR tracking is now easier than ever, with the release of our new percentage gauge! I've put together a quick walkthrough for you, here! Please let me …2 -
Re: LAYOUT | BOOK OF BUSINESS REVIEW
@Camille Just added the steps. Please let me know if you have any question—thanks!1 -
Admin Certification: Live health score calculations
Links: Weighted Health Score Workbook Support article for health Transcript: The third and final piece of our Catalyst foundation is configuring a live health score that takes several inputs for an a…1 -
Admin Certification: Capture reliable data
Support article links: Creating new fields in object configuration Playbook overview Note templates Flexible layouts Transcript: Once your 3 components of your Catalyst foundations are configured, th…1
