Mass edit relationship CTA owner
None
Hi there, our CSMs work with relationships only. When relationship owner is changed there is a need to change owner of all opened CTAs. I know it is possible (post is here) to change account owner in Mass Edit however cannot find anything that could help to solve the same problem on relationship level. Am I missing something?
Sign up
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.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
You can use Administration > Mass edit to change relationship CTA owners. In the filters, add Relationship name and status reporting category = 'Open' and choose action to update the owner. Please let me know if you are facing any other problems.
Thanks,
Nitisha
It would be super helpful to have smth like Relationship --> Owner. I can potentially add relationship owner to an account level so that it was Account --> Subscription Owner however it won't help me much in situations when an account has several subscriptions like in the example above i.e. there is no one particular CSM who is associated with account.
Do you think there is something that I'm missing?
Got your point! I have added this to the roadmap and we will pickup this item soon.
Thanks,
Nitisha
could you help us please with figuring out the actual status of this request?
thanks a lot in advance!
Lyubov
This is not planned for another 3-4 months, I will give you updates as I get more clarity.
Thanks,
Nitisha