My team has a Playbook named Kickoff Call. We need it to be triggered by the following items. Trigger when account is not assigned to CSM, then becomes assigned to a CSM Trigger when account is reassigned from one CSM to another DO NOT duplicate an existing open CTA of the same type. Reassign the existing CTA if it exists

CREATE A CTA TO TRIGGER PLAYBOOK | Gainsight Community

My team has a Playbook named Kickoff Call. We need it to be triggered by the following items.

Trigger when account is not assigned to CSM, then becomes assigned to a CSM
Trigger when account is reassigned from one CSM to another
DO NOT duplicate an existing open CTA of the same type. Reassign the existing CTA if it exists

Be the first to reply!