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KInvie
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Member since ‎Oct 13, 2023
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Kristie Invie

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Activity

Participant
September 29, 2025
For the client success workspace to be usable. The CSMs need to be able to access playbooks from the company preview. It is too many clients to go ...read more
Participant
September 26, 2025
both
Participant
September 26, 2025
See above.
Participant
September 26, 2025
Thank you. But the challenge I am having is that when I search for the playbook cards as shown in your screen shots above, there are no cards that a...read more
Participant
September 26, 2025
Here is the company preview area where I would like to add the playbook card to.
Participant
September 26, 2025
[cid:18abaeaf-7621-42aa-afb6-daca6818dde4]
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