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CTAs assigned to multiple customers

  • 19 October 2016
  • 3 replies
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Is it possible to assign CTAs to multiple customers? This is needed to help track and follow up on team assignments or company-wide initiatives.
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Best answer by dan_ahrens 19 October 2016, 17:18

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Userlevel 7
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Hi Mike,

Using the Gainsight rules engine you can define criteria that would trigger a CTA to be created. The criteria can be as broad or specific as you need it to be. While an individual CTA can only exist on an individual customer record, you could, for example, define a CTA that would be assigned to all customers (as part of a company-wide initiative). 

Is this what you were looking for help with?
Userlevel 7
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Hi Mike, I recently started going through all of the unanswered or unresolved problems and questions here. Was checking to see if this  has been resolved or if it is an ongoing issue/question?
Yes, thanks Sai!