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chris_beaven
chris_beaven
Contributor ⭐️⭐️
July 6, 2017
Question

Applying logic to who a CTA is assigned to

  • July 6, 2017
  • 3 replies
  • 53 views
I received the following question from a customer:

We want CTAs to be assigned to whoever is the Business Solution Partner and if there is not one, assigned to the CSM.  How do we go about doing that?

Thanks!

    3 replies

    samantha_braastad
    samantha_braastad
    Contributor ⭐️⭐️⭐️⭐️⭐️
    July 7, 2017
    We did this by creating adding two CTA actions within the rules engine. The first that prioritizes assigning the CTA to the Business Solution Partner by adding a filter for the BSP not equal to null. The second CTA is then assigned to the CSM if the BSP is equal to null and the CSM field is not equal to null. 

    Hope this makes sense. It's a little extra effort but work well. 
      sai_ram
      sai_ram
      Expert ⭐️⭐️
      July 17, 2017
      Hi Chirs, Does this suggestion work or do you want to connect on this over a call?
      melissa_i_959be6
      melissa_i_959be6
      Contributor ⭐️⭐️⭐️⭐️⭐️
      July 24, 2017
      Chris asked this question on my behalf and this should do the trick!  Thank you.
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