Skip to main content
brian_994811
brian_994811
Contributor ⭐️⭐️
Jul 7, 2016 8:02 PM UTC

Can I move a CTA to another account?

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 ⭐️⭐️⭐️
      Jul 8, 2016 2:04 PM UTC
      The Account and CTA Type can't be changed after a CTA is created.
      Translate
      Lila Krutel, Dir. Global Education Services
        leslie_diephuis
        leslie_diephuis
        Contributor ⭐️⭐️⭐️
        Aug 2, 2016 4:16 PM UTC
        I have this need as well to move a CTA or merge it with another account.
        Translate
        lila_meyer
        lila_meyer
        Gainsight Employee ⭐️⭐️⭐️
        Aug 8, 2016 5:18 PM UTC
        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!
        Translate
        Lila Krutel, Dir. Global Education Services
          anil_komma
          anil_komma
          Contributor ⭐️
          Aug 17, 2017 10:13 PM UTC
          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
          Translate
          Anonymous
          Jun 14, 2018 7:20 PM UTC
          Has there been any progress on being able to reassign a CTA to another account? 
          Translate
            lila_meyer
            lila_meyer
            Gainsight Employee ⭐️⭐️⭐️
            Jun 14, 2018 7:28 PM UTC
            Hi Melissa,

            This idea is still under consideration, but relative to other requests, it doesn't appear to rank super high among users.
            Translate
            Lila Krutel, Dir. Global Education Services
              chad_horenfeldt_c2ba52
              chad_horenfeldt_c2ba52
              Contributor ⭐️⭐️⭐️⭐️
              Aug 5, 2019 5:10 PM UTC
              @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.

              Translate
              lila_meyer
              lila_meyer
              Gainsight Employee ⭐️⭐️⭐️
              Aug 5, 2019 5:23 PM UTC
              @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"?

              Translate
              Lila Krutel, Dir. Global Education Services
              chad_horenfeldt_c2ba52
              chad_horenfeldt_c2ba52
              Contributor ⭐️⭐️⭐️⭐️
              Aug 5, 2019 5:30 PM UTC
              Actually, the mass edit tool did the trick for me.

              Translate
                faust_belarmino
                faust_belarmino
                Helper ⭐️⭐️
                Aug 15, 2019 9:25 PM UTC
                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.

                Translate
                Terms & ConditionsAccessibility statement