Could we get the ability to add additional layers of assignment to a CTA?
None
I would like there to be extra layers of assigning a CTA. As an example, right now I can assign it to a role and then assign a default owner. What if we could add the ability to add another layer of assignment so if the first option to assign is not valid for that customer, but a second option would be valid, I would rather assign it to the secondary option that just a default owner.
So if an account has a Technical Account Manager, I want the CTA to go to them, but if not I want it to go to the Account Manager and if no Account Manager then I want it to go to the Account Owner and if not yet assigned an Account Owner then assign it to the Net New Sales Manager (Default Owner). A checkbox to add additional layers of potential assignees would be great so I could customize by CTA.
So if an account has a Technical Account Manager, I want the CTA to go to them, but if not I want it to go to the Account Manager and if no Account Manager then I want it to go to the Account Owner and if not yet assigned an Account Owner then assign it to the Net New Sales Manager (Default Owner). A checkbox to add additional layers of potential assignees would be great so I could customize by CTA.
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We would love this idea as well. When automating tech touch for our uncovered accounts (account with no CSM) it would be nice to utilize existing cross-functional team members to help attend to customer issues. and/or chain of command for accountability on uncovered accounts. The possibilities are endless.