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As the admin, I am defaulted assigned for majority CTAs. I want to create a rule so that if the account ends up with a CSM after the CTA is created, the CTA is reassigned from me to the CSM. Is this possible?
Best answer by aditya_marla
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Hi Andrea,
I have checked in Gainsight NXT and my answer is:
we dont have modify CTA option in rules and also we cant update system object(Call to Action) through Rules.We need to set it manually.
Please correct me if am wrong.
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This would be a great option to do via a rule, especially if an account changes CSMs to update the CTAs associated with that account to the new CSM
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Hi Andrea, you could use the Mass Edit CTA option to reassign the CTAs.
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Hi
As of today its not possible to reassign a CTA via rules but we have that on our roadmap. (not just for owner but give more capabilities to update a CTA post creation). Unfortunately for you the best way available in the Mass Edit to assign CTA’s to an account CSM
Quick question: Is the CSM of the account not known at the time of the CTA creation? If its known you could assign the CTA directly to the CSM (vs assigning it to you and then to the CSM)
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