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Wanna see it live and ask questions?? → Check here for the next live session Difficulty Level: Walk Time Investment: 30 minutes Watch as we show you a day in the life of a Catalyst-powered CSM and how to:Prioritize tasks and prepare for meetings with your home dashboard Update renewal/expansion opportunities Learn how to…
Hi All, We setup our initial health score, but notice some parameters which we defined are not applicable for all accounts, we already created weighted health profile based on account size, under groups, can we use OR condition to exclude if the parameter is not applicable, then we don't consider it, instead of Neutral. It…
"#API Calls" and "#of Daily Active Users"— how do we set up a trend up like is indicated in this screenshot?
Looking to display a module that has a count of accounts that meet criteria in a filter.
Will there be an integration with Pendo? If so, what is the expected time for that release?
We create notes for each customer meeting. If there is a cancellation request, we tag the note criteria as "cancellation request". How can I create a module/segment that displays a list of accounts that have a note with this criteria?
If we would like to start gathering this information in Catalyst, but we are not ready to sync it over to Salesforce, can we change the field sync status later?
If I create a calculated field that identifies a number, and I want to segment out accounts if they meet a certain number for x number of days, how would I go about creating this? For example, let's say I want to segment out accounts that return ">10" in a calculated field for 7 days in a row. How do I create that segment?
When building layouts, I'm trying to filter a book of business report for each CSM by parent accounts only, and display rolled up totals of different data sets in those reports. Does anyone have advice on how to do this?
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