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andrew_biehle
Gainsight Employee ⭐️
Gainsight Employee ⭐️
November 14, 2019

Ability for CSM's to mass edit CTA's themselves.

  • November 14, 2019
  • 2 replies
  • 16 views

Posting on behalf of a customer. At the moment CSM’s do not have the ability to mass edit their CTA’s. (Ex: changing status, assignee, deleting, etc.) To lessen the load on the admins in the future it would be nice if the CSM’s had the ability to do these functions themselves.

    2 replies

    aditya_marla
    Helper ⭐️⭐️⭐️
    November 25, 2019

    Hi @andrew_biehle :

     

    Thanks for sharing this. What the main action that you hear CSM’s want to do in bulk (eg. is it mostly updating statuses or due-dates?). Also what kind of permissions would be needed on this? (eg. only make changes to CTA’s where I am the owner)

    sai_ram
    Expert ⭐️⭐️
    June 11, 2020

    @andrew_biehle Did you get a chance to view comments posted by @aditya_marla