The most recent content from our members.
We have clients who book training sessions with us. I know I can capture training info in notes but I want to track the majority of the information using fields so I can sync those fields to other systems to make them easily visible. I can create the fields I need to track these but what I'm trying to figure out is how do…
I don't think this is currently an option, but we would like to make certain note fields required. Ideally you wouldn't be able to publish the note until a field (e.g. "Meeting Date") is populated. This would be similar to how you can't publish a note without an account tagged or a title for a task within the note. Is this…
Is there a way to track, either by playbook or CF, the last time a field was updated? Until we have our Catalyst Health Score built, we'd like CSMs to update a subjective health score. Leadership would like a way to track that to make sure it's happening on a regular basis. I realize you can see updates in the Activity…
Difficulty Level: Crawl Time Investment: 5 minutes Your CS team is creating raving fans of your product every day, but that doesn't help you or your marketing and sales teams if you don't have a way to identify them. The instructions below will: Show you how to import this field from Salesforce Create this field locally in…
Difficulty Level: Crawl Time Investment: 10 minutes The following fields are needed to build out the Catalyst for Catalyst recurring sync note template. 🛑 If you've never created a non-synced field in Catalyst, check out this Help Center article before preceding! Meeting Recap (Account object) Mtg Recap Launch Date…
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Renewal Workflow Related support articles: Creating New Fields Approximate build time: 5…
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Success Plan & EBR Workflow Related support articles: Creating New Fields Approximate build…
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Contact Management Workflow Related support articles: Creating New Fields Approximate build…
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Customer Escalation Workflow Related support articles: Creating New Fields Approximate build…
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