what's the Best Practice to trigger a CTA when Health Score dropped by 10 (for instance)? The CSM who is in charge of the respective account should be assigned to this CTA.
I tried to build a rule, but didn't get it so far.
Another thing I realized: When creating a Report with ReportBuilder I can instantly see a change in health score in current and previous score field, but in Rules Engine Previous and Current Score remain the same score over all accounts. What am I doing wrong?
Thanks and greetings from Berlin!
Best answer by sai_ramView original
If you have problem in posting the screens here,you can create a Support ticket or send me the screens to my email id directly(email@example.com).
I am also happy to jump on a call to assist you better.
I wrote to your email address.
Always happy to help!