Best Of
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✨NEW RELEASE | Feature permissions
Control access to key features Feature permissions provide Catalyst admins with greater control over team workflows and data access. As an admin, you can now decide which roles can: Create note and t…1 -
Released 🚀 | Cross-Object Queries in Playbooks (December 2024)
Cross-object querying capabilities are expanding to playbooks Coming in early December: We’re expanding the data available to power your Catalyst playbooks. With the upcoming release, we’ll be unlock…2 -
Coming Soon 🗓️ | Bottoms-Up Forecasting Module (Q1 2025)
Accurately forecast gross and net dollar retention within Catalyst As part of our central strategy to continue evolving Catalyst into a true engine for driving customer-led growth, we’re excited to s…1 -
Coming Soon 🗓️ | API V1 (Jan 2025)
Share key customer insights across your organization via API Coming in January, Catalyst is launching its first API endpoint, enabling customers to easily extract and share data from the Catalyst pla…1 -
Released 🚀 | Cross Object Segment Enhancements (Nov 2024)
Have more control over how you view, use, and edit data in segments Coming mid-November, you’ll have access to a collection of enhancements and quality of life improvements related to cross-objects s…1 -
Re: ✨NEW RELEASE | Add up to ten groups in a health profile
Ahh, I do see your multiple profiles. Apologies for the confusion.1 -
✨NEW RELEASE | Campaign Designer
Design branded emails with Campaign Designer Enhance your playbook emails using drag-and-drop design elements. The Campaign Designer allows you to create transactional emails in a new design mode. Ea…1 -
Re: Making note fields required
Hi @WesGibson 🖐️! This is not possible currently. I just added this feature request to your account. Thanks for the suggestion!1 -
Re: Last change on a field
Agree! We have asked for similar thing to be able to trigger a playbook when the CSM field is changed (aka book moves). How we've accomplished it now is using the Salesforce field that shows that. Al…1 -
Re: Is there a way to put Playbook Subtask in order?
Thanks for the quick reply @kristinlisson @!1
