How can I dynamically assign task ownership to a CSM’s manager when configuring tasks in a playbook? We have Manager as a User ID field on the User object and usually I can get to it when reporting off of the Company object, but I can’t find it when trying to assign the associated Manager to a playbook task.
Question
How to dynamically assign task owner on ad hoc playbooks?
+11+11Got it figured out ;) created a field on the company object for Manager lookup to user GSID then created a rule to load this field
Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
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