New customers are assigned to the regional Manager in Gainsight (via Rule), upon which the Manager will assign a CSM based on location, language and customer requirements. At the moment, this process requires use of the Rules Engine to re-assign a CSM to the account. By enabling Managers to manually reassign customers at will via C360/R360 , we eliminate the need to set up a new rule each time.
Change CSM via Drop-Down in the C360/R360
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Hello@ashleyunity , this can be accomplished via C360 and R360 Layouts. Here is how it can be done -
Please check and let us know if this solution worked for you.
Hi@ashleyunity .
I attached a small video of how it works and how it looks like. Hope this helps.
Thanks.