My team is looking for a way to create an Email Alert to certain managers when an Account has turned Red. They opted out of using a CTA to do this, but wanted to know if there was any alternative ways in Gainsight to have this function.
Please GIVE STEP BY STEP INSTRUCTIONS.
When the overall health of an account (Account Health scorecard) turns red, the managers of each of the 4 team members should be notified via email:
Hi
The step by step instructions have been pretty much shared here: Overall health of an account (Account Health scorecard) turns red, the managers of each of the 4 team members should be notified via email: | Gainsight Community alongside resources to get to grips with the basics of JO query building.
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