Question

Question. Ability to Create a Rule to Mass Transfer CTAs during Account Transfer Process?

  • 12 November 2021
  • 0 replies
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While I understand there is ‘Mass Edit’ to transfer CTAs, as we move to improve and automate certain tasks, having the ability to Mass Transfer CTAs while also Transferring Accounts to a new CSM...would be extremely helpful!

 

I had thought we could use the ‘Load to Gainsight Object’, and then select ‘Call to Action’, but it doesn’t appear to be an option.

 

Any insight or workarounds is welcome, but ideally we would like the ability to transfer CTAs via Rules Engine, when we also Transfer Accounts.

 

Thank you!


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