Cockpit
This feature shows you all your day-to-day activities.
What is Cockpit?
Clicking the company name hyperlink from anywhere in Gainsight or using the global search to find a company will take you to what feature?
What is Customer 360 or C360?
You can find scorecard information in this locations.
What is Customer 360?
The cockpit contains these items.
What are CTA and To Do’s?
Under the SFDC Contact tab, this feature allows you to switch back to SFDC to make changes to the Contact.
What is the three dots (ellipse)?
DAILY DOUBLE
Scorecards are 1 of 2 things, either Automatic of ____.
What is Manual?
DAILY DOUBLE!!!!!
This feature inputs all the tasks required to complete the CTA.
What are Playbooks?
Click this tab to see items like Customer Journey, Overdue CTAs, and Active Success Plans.
What is Summary?
When changing a manual scorecard measure, you must always add this to make sure everyone understands why the change was made.
What is a Timeline Entry?