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mark_deegan
Contributor ⭐️⭐️⭐️
November 3, 2021
New Idea

CSM Assignment Notification Settings

  • November 3, 2021
  • 3 replies
  • 72 views

It would be nice if Gainsight notified a CSM if they had been assigned an account

 

Rather than having to create a call to action for this 

3 replies

Contributor ⭐️
December 13, 2021

I agree! Salesforce has this capability when assigning a new account owner and it is quick and easy. 

andreammelde
Helper ⭐️⭐️
December 13, 2021

You can utilize Journey Orchestrator to send an email that uses tokens about the new account they have been assigned

Andrea Carroll
Contributor ⭐️⭐️⭐️⭐️⭐️
April 19, 2022

You can utilize Journey Orchestrator to send an email that uses tokens about the new account they have been assigned

Any more info on this? can you explain how?