Best Of
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Re: ✨NEW RELEASE | Exclude null values from health scores
Thanks for this!1 -
Re: Templates for Customer Goals
We are both trying to do the same thing Jenn. Some goals are uniform across a Product Line or Book of Business, and would like to templatize (is that even a word?) as much as possible.1 -
Re: Templates for Customer Goals
@Bill_Davis Unfortunately, goal templates are not available at this time. I've just added your name/company to this existing feature request for our product team to review.2 -
Re: ✨NEW RELEASE | Feature permissions
Hi @kristinlisson - I now see the tab as well. Thanks!1 -
✨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…2 -
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
