Hello GS Community,
Currently we have some concerns where GS automated emails are going out to customers while a CSM is on PTO. We still want the communications to go out, but potentially from a different person. For example, if the CSM is taking PTO for a few days, maybe a week, we don’t necessarily want to change the CSM on the account, but rather have the communication come from the manager of that CSM. Is it possible to set something like this up through Journey Orchestrator?
Hello
Hello
Let us know if this workaround shared above is able to solve your use case?
Some kind of toggle that the end user can enable when they go out of office would be really great. Almost like a CSM hub where they can toggle this and maybe add their own personal notes, etc.
We also use a Temp CSM field for extended leave coverage and take advantage of that when it is filled out for scenarios like this.
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