Hi There,
I’m interested in seeing the functionality for temporary reassignment of Success plans, CTAs and Tasks within Gainsight.
The hope for this is that when a CSM is OOO for a period of time (vacation, paternity/maternity leave, short-term disability, etc...) or has left the organization they or an admin would have the ability to “temporarily” reassign tasks, to another CSM through their profile settings, similar to many project management software capabilities.
This temporary reassignment would help minimize slips of high priority Tasks/CTAs from slipping through the cracks as they wait for the individual CSM to manually check for them.
This would also alleviate the stress of having to reorganize books of business’ immediately when a CSM will not be available for a longer period of time.
And while I do know mass edit allows us to bulk re-assign it doesn’t fulfill the need for continuous reassignment of newly created items, and pooled models do not help our organization either as we work on a continuously changing buddy system.