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
New Idea
CSM Assignment Notification Settings
+1I agree! Salesforce has this capability when assigning a new account owner and it is quick and easy.
+3You can utilize Journey Orchestrator to send an email that uses tokens about the new account they have been assigned
andreammelde wrote:
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?
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.