Parent/Child relationship for CTA's

  • 11 August 2020
  • 1 reply
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Hi All, we are currently looking to scale an option in Salesforce and Gainsight where we have a CSM as the overarching parent owner for an account but also assign a representative for child accounts. We want to make sure the appropriate representative assigned recieves the CTA’s for gainsight and then also flows correctly from a reporting perspective. Anyone have a good example of how they’ve set theirs up? 


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@meenal_shukla as you are known COM person on community tagging you here. You can redirect to you team. Thanks!

 

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