Hi All, we are currently looking to scale an option in Salesforce and Gainsight where we have a CSM as the overarching parent owner for an account but also assign a representative for child accounts. We want to make sure the appropriate representative assigned recieves the CTA’s for gainsight and then also flows correctly from a reporting perspective. Anyone have a good example of how they’ve set theirs up?
Parent/Child relationship for CTA's
+1
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