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mike_maday
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 22, 2018

Link a Risk directly to an Opportunity

  • August 22, 2018
  • 2 replies
  • 52 views
While on-site with Micro Focus they requested the ability to be able to link a risk to a specific Opportunity

    2 replies

    john_apple
    Expert ⭐️
    August 25, 2018
    We currently tie CTAs generated for at risk renewals to the renewal opportunity. In the Rule Action it is "Link to existing Object" which can be configured using this article: https://support.gainsight.com/Cockpit_and_Playbooks/Admin_Guides/Configure_CTA_Linked_Objects 
    Once you configure the linked object for the Risk Type you'll be able to manually search and select an opportunity from the CTA. The Rules Engine will allow you to automatically tie CTAs to defined Opportunities based on the conditions of the rule.
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    August 29, 2018
    Hi Mike,

    Please let us know if the linked object functionality addresses your use case.

    Thanks!
    Lila Krutel, Dir. Global Education Services