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brian_994811
brian_994811
Contributor ⭐️⭐️
July 7, 2016

Can I move a CTA to another account?

  • July 7, 2016
  • 10 replies
  • 238 views
A user in my org has created several CTA's on the wrong accounts. They would like to transfer them, rather than deleting and recreating them.

      10 replies

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      July 8, 2016
      The Account and CTA Type can't be changed after a CTA is created.
      Lila Krutel, Dir. Global Education Services
        leslie_diephuis
        leslie_diephuis
        Contributor ⭐️⭐️⭐️
        August 2, 2016
        I have this need as well to move a CTA or merge it with another account.
        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        August 8, 2016
        Hi Leslie,

        I'm going to convert this post to an "Idea" since it was originally shared as a "Question." We'll also see if this is a common or critical need for other users!
        Lila Krutel, Dir. Global Education Services
          anil_komma
          anil_komma
          Contributor ⭐️
          August 17, 2017
          We also want the ability to move a relationship to a different account. This is especially useful when we identify duplicate accounts and want to merge cta's or relationships into a single account
          A
          Anonymous
          June 14, 2018
          Has there been any progress on being able to reassign a CTA to another account? 
            lila_meyer
            lila_meyer
            Gainsight Employee ⭐️⭐️⭐️
            June 14, 2018
            Hi Melissa,

            This idea is still under consideration, but relative to other requests, it doesn't appear to rank super high among users.
            Lila Krutel, Dir. Global Education Services
              chad_horenfeldt_c2ba52
              chad_horenfeldt_c2ba52
              Contributor ⭐️⭐️⭐️⭐️
              August 5, 2019
              @lila_meyer any progress on this? We're moving accounts around as part of restructuring our team. This is a big pain point for us.

              lila_meyer
              lila_meyer
              Gainsight Employee ⭐️⭐️⭐️
              August 5, 2019
              @aditya_marla This is an older request with 12 votes, but Chad is asking for an update. Are we considering this or should it really be set to "not planned"?

              Lila Krutel, Dir. Global Education Services
              chad_horenfeldt_c2ba52
              chad_horenfeldt_c2ba52
              Contributor ⭐️⭐️⭐️⭐️
              August 5, 2019
              Actually, the mass edit tool did the trick for me.

                faust_belarmino
                faust_belarmino
                Helper ⭐️⭐️
                August 15, 2019
                P.S. It is possible to change the account a CTA is assigned to via Salesforce. You just need to find that CTA record in the Call To Actions object and edit it - then change the Account.

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