Change stage via the Rules Engine
How can I change a customer stage via the rules engine? Basically I would like the stage of a customer to change to "Risk" in Gainsight when the renewal opportunity in Salesforce is changed to risk. Thanks!
Hi Berin -
You can change the Customer Stage by creating a rule and using a Rule Action of Load to Customers. The rule setup would be based on Opportunities, with criteria for open renewal opportunity and stage is Risk (for us this is Order Type=Renewal and Stage=Risk). I would also add a criteria of Customer Stage not equal to Risk, so you are only updating those Customers that are not already at Risk.
Hope this gets you started.
You can change the Customer Stage by creating a rule and using a Rule Action of Load to Customers. The rule setup would be based on Opportunities, with criteria for open renewal opportunity and stage is Risk (for us this is Order Type=Renewal and Stage=Risk). I would also add a criteria of Customer Stage not equal to Risk, so you are only updating those Customers that are not already at Risk.
Hope this gets you started.
Got it -thanks so much!
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