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bo_cameron_5b1c69
bo_cameron_5b1c69
Contributor ⭐️
April 13, 2015

Sync to Chatter - Need this on Opportunity

  • April 13, 2015
  • 3 replies
  • 66 views
When CSMs are working through CTAs and Playbooks, and they comment and it syncs to chatter, it would be great to be able to so Sync the Chatter information to the Open Renewal Opportunity, as opposed to the Account Level, as the Renewal is where the CSM will be spending all of their time. Not the account at all.. 

      3 replies

      irit_eizips
      irit_eizips
      Helper ⭐️
      April 13, 2015
      I had the same requirement come in. Currently the CTA is linked to the account, but the team would like to see or be able to post on the renewal opportunity related chatter feed
        sfkainz
        sfkainz
        Contributor ⭐️⭐️
        April 13, 2015
        Same here. Please implement  this quickly, our CSMs do not spend that much time at the account level, but at the oppty level all the time.
        dstokowski
        dstokowski
        Gainsight Employee ⭐️⭐️
        April 14, 2015
        We just released a new feature to handle seeing Oppty data on the slideout section on Cockpit.  Good suggestion to add the option to post onto the associated object, e.g. Opportunity.
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