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Fiscal Quarters for Opp segments
I'm really struggling with Opportunity Management segments because there's no concept of Fiscal Quarter in the filters. Right now we have set the Before/After date filters manually, which then means …5 -
Customer Health Score when you offer multiple products
Hey Catalyst admins! I'm a CX Ops Analyst and our main admin on Catalyst. Wondering if anyone has some ideas to share around how you build your customer health score when you offer multiple products.…6