MVP Lounge

Hi everyone - I'm back with a new video that explains the benefits of using Gainsight's Person model, as well as some admin tips and tricks. In this video, I cover the following: Benefits of using Person Model Required for Email to timeline Required for configuring @ mention in timeline More compatible with Survey 2.0 and Journey Orchestrator Person records can be editable straight from the C360 Required for using our new People Maps feature Tips and Tricks when using Person Model Remember that you can add custom fields in either the Person or Company Person objects. You might want to create a rule that makes sure changes made to Person records get synced back to your source CRM's contact records. Remember to set up your derived mappings appropriately when creating the setup action.

Hello Team, We got a feedback from customer on ‘Playbook’ section, stating: 1)In the Playbook creation, If we could use Tab Out for selecting options and click ‘Save’ by ‘Enter’? For now, what I see in the Local Org is, when we create a playbook, the ‘Tab’ option works, but it’s not highlighted during selcting the type, and also, click on the “spacebar” is saving it. 2)Whenever we delete a plabook, it scorolls to top of the page, Rather than staying at same section: I’ve made a small video, showing the above mentioned  -  Can we make these improvements for better UI experience? Thank You.