I am trying to set the default owner to Account Manager in my survey CTA but it is not an option. Is there a way I can add in an additional field from SFDC so I can make the owner of the CTA the Account Manager?
Page 1 / 1
Hi,
We display only User lookup fields here and we only display fields from Account and CustomerInfo objects.
If the field(Account Manager)is a user lookup field then we display them in survey rule page.
Thanks,
-SaiRam
We display only User lookup fields here and we only display fields from Account and CustomerInfo objects.
If the field(Account Manager)is a user lookup field then we display them in survey rule page.
Thanks,
-SaiRam
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.