Gainsight/TodoList.md

General To-do List

TODO: Work with Tracy to create a Confluence Document Illustrating the different Manager Permissions and what the app looks like with those permissions. TODO: Get Chris to create Tracy's Dashboard in Hubspot. TODO: Train Courtney on: Automation, Apps, Analytics, Templates & Design

For Courtney, Training Sessions on:

• Templates & Designs & Automation
• In-built Properties and Custom Properties
• Add-ons

Admin Stuff, access:

• Courtney:

  • Looker
  • Admin
  • Gong
  • Master Data Email

• Tracy:

  • Looker
  • Gong
  • Air Call
  • Hubspot

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