How can we migrate Account Level CTAs and Success Plans to Relationship Level CTAs and Success Plans
None
We have implemented Relationships 3 months after starting to use Gainsight. For this reason we have a need to migrate various existing Account level CTA's and Success plans over to the Relationship level CTAs and success Plans. What are our options?
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Currently we don't have any ETA on this, but if you need any help with modifying CTA's and SP with Export and Import, let me know.
Regards,
Hitesh
1) There's no way rite now to migrate CTA's from Account level to Relationship level. You could try Rules Engine to create Relationship level CTAs and then Delete the Account level CTA's via Mass Edit.
2) CTAs created at Relationship level will be seen for that particular Account level too.
Regards,
Hitesh
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.12 release. Gainsight now enables Admins to perform mass edit actions on Success Plans, including Reassign Ownership and Delete Success Plans in bulk.
You can find the relevant information in our article.
This feature is implemented only in the NXT version.
Thanks for posting!