Skip to main content
mike_maday
Gainsight Employee ⭐️
Gainsight Employee ⭐️
Aug 22, 2018 1:57 PM UTC

Link a Risk directly to an Opportunity

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 ⭐️
    Aug 25, 2018 5:11 PM UTC
    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.
    Translate
    lila_meyer
    Gainsight Employee ⭐️⭐️⭐️
    Aug 29, 2018 11:38 PM UTC
    Hi Mike,

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

    Thanks!
    Translate
    Lila Krutel, Dir. Global Education Services