Assign CTA to queue/pool
We are rolling Gainsight out for our Client Services org (after deploying Account Management) and bumped into a limitation: we have some accounts which do not have an assigned client success rep. We need to assign CTAs to a queue/pool of employees, and then manually push the CTAs. More than one person will be dispatching the CTAs, so assigning to a designated manager does not seem to work. Gainsight also cannot create cases (we use cases instead of activities for client success work). Did anyone deal with a similar scenario; are there any workarounds?
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We've also run into a few issues with the related playbooks/tasks that seem like they might be related to the reassignment we're doing so it's be great to cut down on that part of the process if possible.
Then the pooled team can filter Cockpit to look for CTAs assigned to this user and then reassign the CTAs to themselves as needed.