While on-site with Micro Focus they requested the ability to be able to link a risk to a specific Opportunity
Page 1 / 1
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.
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.
Hi 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!
Reply
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.