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Scotty at Calendly
Contributor ⭐️⭐️⭐️⭐️
September 15, 2023
New Idea

Following accounts with rules

Related products:CS C360 & R360 & P360
  • September 15, 2023
  • 2 replies
  • 66 views

As a manager I’d like to follow every customer in my portfolio until they leave. Also, I want the CSMs that will eventually be getting these accounts from my Implementation team to follow them too.

 

Doing this from a rule allows us to set a very helpful mechanism to getting updates in place without having to constantly manage the follows manually.

    2 replies

    alizee
    alizee
    VIP ⭐️⭐️⭐️⭐️⭐️
    February 10, 2025

    Hi ​@Scotty at Calendly 

    For your second ask, this is something that you can already do. Head over to Notification Settings, and set the field value you want to auto-follow companies / relationships (CSM is a default field, but you could imagine creating a “Team Manager” field to also have them auto-follow their team’s book of business. 

     

    But having people follow can be done smoothly. It’s the unfollow piece that really need tackling. 

     

    A

    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
      ajprince
      ajprince
      Contributor ⭐️⭐️⭐️⭐️
      February 10, 2025

      ​@alizee thanks for adding this comment, TIL about these settings as a result. This helps us in half of the conundrum that was first outlined here.

       

      Having said that, there is still a use case where we would need to bulk update/remove users from follows via Rules Engine.

       

      +1 on this!

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