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ashleyunity
ashleyunity
Contributor ⭐️⭐️⭐️
June 22, 2020

Change CSM via Drop-Down in the C360/R360

  • June 22, 2020
  • 2 replies
  • 154 views

New customers are assigned to the regional Manager in Gainsight (via Rule), upon which the Manager will assign a CSM based on location, language and customer requirements. At the moment, this process requires use of the Rules Engine to re-assign a CSM to the account. By enabling Managers to manually reassign customers at will via C360/R360 , we eliminate the need to set up a new rule each time.


 

    2 replies

    M
    muralikrishnagopu
    Helper ⭐️
    July 8, 2020

    Hello @ashleyunity , this can be accomplished via C360 and R360 Layouts. Here is how it can be done - 

    1. Include the CSM field a part of the C360 & R360 Layouts and make the field editable (You can have separate layouts for your CSMs in which they cannot edit this field)
    2. Assign these layouts to Regional Managers

    Please check and let us know if this solution worked for you. 

      phani_kumar
      phani_kumar
      Gainsight Employee ⭐️⭐️
      July 8, 2020

      Hi @ashleyunity.

      I attached a small video of how it works and how it looks like. Hope this helps.

      Thanks.

       

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