Manual CTA for multiple accounts
None
Apply CTA for multiple accounts Manually.
Scenario: if a user has to go through a process of adding a CTA manually and has to replicate this for all the accounts that he/she is responsible for, currently the only way is to get into a Customer360 page for all the accounts and create the CTA or through the Cockpit Tab.
It would be easier/convenient (flexibility) if the user is allowed to select multiple accounts from a drop down while creating the CTA.
Scenario: if a user has to go through a process of adding a CTA manually and has to replicate this for all the accounts that he/she is responsible for, currently the only way is to get into a Customer360 page for all the accounts and create the CTA or through the Cockpit Tab.
It would be easier/convenient (flexibility) if the user is allowed to select multiple accounts from a drop down while creating the CTA.
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Thanks for the idea. Adding manual CTA for multiple account is in our roadmap but may not be available in short term. I will keep you updated about the ETA.
Thanks,
Nitisha
Using rules to create CTAs for several accounts with certain criteria is still a good idea for company driven activities as opposed to activities that are driven by the CSMs individually or customers. What do you think?
Any update here?
This would eliminate peripheral checklists and keep our team in Gainsight to manage their tasks as CTAs.
This would be a substantial improvement to drive end user adoption and product usage.
There are other things that is keeping the team busy, but definitely this is in our radar. For now we do have 'Save and New' option while creating CTA (This would help in reducing few clicks)
Out of the below, whats the most common use-case,
1) Ability to select multiple accounts while creating a CTA
2) Or would like CSM to define a simple rule to create CTA (for this what would be the general logic that a CSM would define? )