How can I create CTAs via rules engine in such a way that all the CTAs on different child with same parent account have the same CTA owner?
Question
Need help with CTA Owner Assignment
+1Hey!
Here’s what I think we’re looking to accomplish:
- Populate CTAs for several accounts that all roll up to a single Parent account.
- All CTAs created need to have the same Owner
If I am following this correctly, you could begin the Rule with a pull on the Company object that filters for just those accounts that where the Parent Account = [ID or Name of the account]. Once you have isolated those records, you can use the Setup Action and configure the Default Owner to be the desired User.
Note: you’ll need to include the Company ID (GSID) in the pull and the desired CTA owner needs to be a Gainsight User.
Does this help? I hope I haven’t misconstrued the question and gone astray.
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