Link a Risk directly to an Opportunity
+3While on-site with Micro Focus they requested the ability to be able to link a risk to a specific Opportunity
+5We 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.
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.
+5Hi Mike,
Please let us know if the linked object functionality addresses your use case.
Thanks!
Please let us know if the linked object functionality addresses your use case.
Thanks!
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