Best Of
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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 -
Re: Last change on a field
@WesGibson Yes, exactly. If you are just tracking risk, maybe it would be risk escalation date but you can customize it based on what works for the use case.1 -
Re: Last change on a field
Hello all. If this field is a picklist, you can use the new field update function in a playbook. For example, if you want to see a change in health score, you can branch for when a healthy account mo…1 -
✨NEW RELEASE | Gauge success with the Percentage / Gauge chart option
Percentage visualization now available for the aggregates module! Improve your ability to track progress, measure team productivity, and gauge success with the Percentage / Gauge chart option. Levera…1 -
Re: Email notification when note is created
Hi @RichRans ! Here's what I was able to find from my team: Step 1: Create a calculated field on the account level that counts the number of notes that were published in the last X days that meet the…1 -
Re: LAYOUT | BOOK OF BUSINESS REVIEW
@Camille Thanks for catching that! I'll work on getting this posted ASAP and tag you here when it's available.1