Manual CTA for multiple accounts

Hi Gurukiran,

Thanks for the idea. Adding manual CTA for multiple account is in our roadmap but may not be available in short term. I will keep you updated about the ETA.

Thanks,
Nitisha

We recently came across this requirement as well.  Our users are utilizing Gainsight as their sole "To Do" list (plus much, much more).  In order to allow them to add CTAs that were related to multiple accounts or an internal task for all accounts or even unrelated to accounts, we created an account record in Gainsight for our company.  Any references to accounts are then made within the CTA task names.  

+1 for Gurukiran's request. Or if the ability to choose a list of accounts takes very long to implement, how about the ability to clone a CTA and assign it to another account. That would reduce the workload somewhat when manual CTA's are required in several accounts. Or the ability for CSMs to create custom playbooks that are only visible for themselves?

+1 - We would definitely like the ability to clone across accounts. Our use case would be we have a CTA Type for Product Feedback. if more than one customer has the same feedback, we currently have to go into each and create the same CTA. Would be great to add to one account, and then, be able to clone to other accounts. I was thinking maybe on the Customers tab have the ability to check off accounts, and then, click a +CTA button to have a CTA added to all accounts checked.

I was thinking about how to do this the other day, and feel that I could create a temporary rule to create the CTA for a subset of customers. It would be a somewhat tedious rule to setup but I think it would be possible to use a rule that creates the CTAs in bulk. Whether it's quicker to come up with a temporary rule or just create the CTAs manually...I'm not sure.

Hi Liam. Not a bad idea to use rules. However, I would see the operations team as bottle neck and the whole process as too cumbersome. I imagine a situation where a CSM quickly wants to update several of their accounts. e.g. after having sent an event invite to several of their customers. Best case, they could create a manual CTA, choose all the accounts it applies to and create. If they had to come to the Ops Team for rule creation, I don't think that would work.
Using rules to create CTAs for several accounts with certain criteria is still a good idea for company driven activities as opposed to activities that are driven by the CSMs individually or customers. What do you think?

any updates to this functionality?

We need this option as well!!!!

I know the initial response stated that this functionality was not on the "short-term" road map, but that was over a year ago. 

Any update here? 

This would eliminate peripheral checklists and keep our team in Gainsight to manage their tasks as CTAs. 

Going to ping this thread again to try to get some attention :)

This would be a substantial improvement to drive end user adoption and product usage.