We link CTAs to Opportunities and Cases. We would like to have the ability to link multiple opportunities or cases to a single CTA.
Example scenario: To show the strategic plan in CTA that is influencing/being influenced by multiple opportunities/cases/or anyother object.
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
We’d like to be able to link multiple records to one CTA also...
We would also like the ability to create and/or link multiple Opportunity records to a single CTA. Ideally, there would be the option to add multiple Opportunity linked object tabs to the CTA, each one identified by a unique Opportunity ID.
Our main use case for this is on renewal/churn CTAs, off of which our CSMs are expected to create a new, separate opportunity for each product that is up for renewal for that given company.
We would ideally like to have 1 renewal CTA that alerts the CSM that a company is coming up for renewal and that they have X number of products up for renewal; and we would then like them to create that same number of renewal opportunities and to be able to link all of those back to that same original CTA.