The most recent content from our members.
Difficulty Level: Walk Time Investment: 20 minutes Likely one of the first layouts you'll want to build in your instance, the CSM Home layout gives your team a place to start their day. We've built this layout to mimic the Book of Business Review layout so that your team can update the fields leadership needs. But we also…
I hope everyone is gearing up for a fun and meaningful holiday season! Here in America, we celebrate Thanksgiving this week. While there are many ways to interpret this holiday, it's widely become known as a time to give thanks or show gratitude. So I thought this would be a great way to remind all our customers of ways to…
Difficulty Level: Walk Time Investment: 40 minutes The Account Leadership Summary layout is built specifically to give get an executive overview of an account in a single Layout. The video below will guide you through: Allow leadership to self-serve information about accounts without asking a team member, saving the CS…
Time Investment: 5 minutes The video below will guide you through: What this Workshop series is Why we decided to do it The 4 Core Impact Layouts every Catalyst customer should have (see links below) Core CLG Layouts Forecast and Revenue Layout Book of Business Layout At Risk Layout & Playbook Leadership Summary [Account]…
I would love to hear examples of what other users have set up as task categories to hear how they have used these to create better visibility and streamline processes.
Goals of this recommendation: Reinforce training delivered about changes that are happening Self-paced learning for individuals that were not able to be a part of training Knowledge transfer for new admins/program owners to reduce ramp time Context: As CS professionals, we know that change is inevitable and, often, for the…
Click here to see how to navigate the site, manage notifications, rules of conduct, and more!
Join us! Sign into your Catalyst account to get started.
General community information and support for members
Set up your Catalyst instance, start admin training, and get help
Browse Catalyst videos on how-to topics, best practices, and more
Ask questions, share tips, and learn from other Catalyst customers just like you
Curated by the Catalyst product team, this page acts as your go-to resource for staying informed about what's coming next to Catalyst. While we will update this resource regularly, it won't include every single thing being worked on—just a select collection of some of the highest impact items. So, if you’ve discussed a feature with your account team but don’t see it here, don't fret!
Stay updated with recent product releases.
