Giving two CSMs access to a company record

  • 17 May 2024
  • 1 reply

Hi, We have a supporting CSM role in our environment, and these people assist the CSM with administrative tasks on their key accounts. Can I set up a company to be co-owned by two CSMs?


Best answer by Veronica.Moore 20 May 2024, 14:44

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I’m not sure that it suits all of your needs but I’ve worked at a couple of organizations where we’ve created a secondary CSM field. Naming conventions could include Alternate CSM, Secondary CSM, Backup CSM, etc. We then include that field in workflow and reporting and also make it filter-able on dashboards.