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luke_quanstrom
luke_quanstrom
Contributor ⭐️
July 31, 2015
New Idea

Assign group CTAs

  • July 31, 2015
  • 28 replies
  • 455 views
I need the ability to create and assign CTAs to a group of individuals. Is this available? On the roadmap? 

      28 replies

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      olavo_zapata
      olavo_zapata
      Contributor ⭐️⭐️⭐️⭐️
      May 21, 2018
      Hi guys,

      I'm looking for a similar solution and it seems that something like that has been discussed for 3 years.
      Is there any update on this feature about assigning the CTA to a group of users?

      My need is exactly what Sidhu quoted:
      “2) Auto assign to an individual in the group using round-robin or other load-balancing methods.”

      For example, when entering an account from Europe, I would like to assign the CTA to the Team that takes care of Europe and that will later be routed to a CSM from that team.

      thanks,
      faelan_herriott
      faelan_herriott
      Contributor ⭐️⭐️⭐️⭐️⭐️
      September 3, 2018
      Seeking clarification around this same issue. Ideally we want to create CTA's that are assigned to a group - creating a queue - and then the people in that group can view list of cta's in cockpit and take ownership of them. 

      Can this be accomplished currently? Or even as a workaround if we create and assign CTA's to one person, can people go in and take ownership of CTA's without them being assigned to them?
      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      September 28, 2018
      Hi Faelan, Sorry for the delay here. I don't think there's anything preventing a user from changing the CTA assignee in Cockpit today. They just need to look at "All CTAs" or a custom view that would display other's CTAs. 
      Lila Krutel, Dir. Global Education Services
      kara_kogelman
      kara_kogelman
      Contributor ⭐️⭐️⭐️
      October 2, 2018
      I agree with Faelan's use case that while there is a workaround it would be nice to tag a group of users and then let them reassign as needed. 
      pete.farrell
      Helper ⭐️
      February 1, 2021

      I opened a ticket asking for a way to limit visibility of CTA in Cockpit based on a  users group. I have 4 groups making use of Gainsight, each with different CTAs - CSM, CSV, TAM and Residents. With CTAs for all these groups going on the same accounts, it gets confusing. My ticket was closed with a link to this forum thread which has not had an update in 2 years and was started 5 years ago. Obviously, I am not satisfied by this response.

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      February 2, 2021

      @pete.farrell sorry for the inconvenience. We accept it as an enhancement request and redirecting this to the product team. 

      sriram pasupathi
      sriram pasupathi
      Helper ⭐️⭐️
      February 3, 2021

      @pete.farrell I’m really sorry for any inconvenience caused. I would like to understand your problem better. Do these 4 teams work of different types of CTAs or is there an overlap? For example, does team 1 work only on risk CTAs and team 2 work only on objective CTAs or can either teams work on both risk and objective CTAs?

        pete.farrell
        Helper ⭐️
        February 3, 2021

        The TAMs, Residents and CSMs will all work on the same accounts and they each have their own type of CTAs. Not all the CTAs have owners set (I may be able to correct that) and many of the users are not aware of using the My CTA filter. So to make this more seamless for the users, if I could assign CTAs to a user group or alternatively have a group filter for the Cockpit that could be employed as a default based on the group the user belongs too.

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