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Brainstorm a list of snippet use cases #306

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o-ram opened this issue Aug 7, 2023 · 2 comments
Closed

Brainstorm a list of snippet use cases #306

o-ram opened this issue Aug 7, 2023 · 2 comments
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feature Feature request

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@o-ram
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o-ram commented Aug 7, 2023

We currently have snippets for Deal note updates and Company note updates. There is the potential to have many more snippets for various use cases, should they exist. We should brainstorm and produce a list of snippets that we would like to create.

Important to keep in mind the training guide for creating a note, which currently only covers creating a general note (with no snippet) and creating a note using the Deal snippet. As we continue to add on snippets, we should make sure to keep this training guide up-to-date.

@AnthonyRollins
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@o-ram would this be good to have for the new hire? If so, we can add this to the schedule for March to finalize.

@o-ram
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o-ram commented Jan 23, 2024

Yes, we think this could be helpful, we would just need to do some brainstorming. Slotted it for March cc @laneymangan

@o-ram o-ram moved this from Paused to Todo in Customer Success Jan 26, 2024
@o-ram o-ram moved this from Todo to Paused in Customer Success Jul 5, 2024
@github-project-automation github-project-automation bot moved this from Paused to Done in Customer Success Aug 14, 2024
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