It would nice to be able to create a CTA and tag multiple accounts.
It would be created and displayed in the main cockpit. To the right, when opened, it would also show the other accounts affected in the CTA tab next to Timeline and Customer.
I have internal calls frequently discussing multiple accounts. For example, there is a particular event that will involve several of my clients. I want to create a CTA with tasks to accomplish for this "Customer Success Summit" and tag all the accounts associated.
This option would also be usefu to make to-do lists for multiple accounts at once.
Page 1 / 1
There is a community idea for this already: https://community.gainsight.com/conversations/manual-cta-for-multiple-accounts-5bc73e14e4b04588aaf86749
Can this be merged into that one?
Can this be merged into that one?
Hi Jeff, Thanks for bringing this up!
Currenlty we do have merge featuer for this new tool, we will add this to our list.
Currenlty we do have merge featuer for this new tool, we will add this to our list.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.