CTA Assignment Alert

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  • Idea
  • Updated 6 months ago
  • Under Consideration

Feature Enhancement Request: 
CTA Assignment Alert - When I manually assign, or have built a playbook with assignments to others and it is initiated, I would like the assignee to receive a notification that a new CTA has been assigned to them; either a pop up or email, or both.

Photo of CandaceMarie Mitcham

Posted 6 months ago

  • 2
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JAM

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I like this idea - our .org would benefit from this as well. 
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Britton Walker, Champion

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Each individual rep can configure their own notifications under the bell icon in the top right corner of Gainsight.


I have this set up for myself because most of my responsibilities are not in Cockpit, but I still am able to take care of my CTA's in a timely manner.

You can also learn more in the Configuring Email Notifications help article
(Edited)
Thank you!  I tried and my options were limited, email options only, so I have reached out for further admin assistance to reveal additional options.  
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JAM

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Thanks Britton, a possibly admin override to ensure that everyone has the necessary alerts for continuity might be helpful.
I agree.  I run the Ops for our team so the more I can push on behalf of the team the better.
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Dan Ahrens, Gainster (employee)

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Hi CandaceMarie,

You can assist your users via some admin tools:
You can assign the customers to users so they are eligible to receive notifications automatically: see here

That gets you halfway there - the users still have to configure how they want to receive those notifications, but you can run a report to see what users are configured and which are not - use the object "Subscription Preferences" to get this data.

Hope this helps!