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gabrielaarenas
Contributor ⭐️⭐️
July 23, 2024
Question

CSQL Round Robin

  • July 23, 2024
  • 1 reply
  • 59 views

Hi Teams, I’m looking for recommendations on how I can create a group for my micro team to round robin CSQL’s. Our micro accounts don’t have an assigned individual account owner but a group instead, so when action needs to be taken on a micro account it gets assigned to the account owner group “Micro teams” and then the task automatically gets round robined in Salesforce and sent to a micro csm team member who is next on that list. 

  • Can this grouping be available to be selected/added in the lead owner field ?

1 reply

revathimenon
Gainsight Community Manager
July 24, 2024

Moving this to the product discussion category @gabrielaarenas 

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