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Contributor ⭐️⭐️
October 7, 2026
New Idea

Reassign Stakeholders to other related account

Related products:CS Timeline & Activity TrackingStaircase AICS Gainsight Home
  • October 7, 2026
  • 0 replies
  • 2 views

We have complicated parent/child account relationships with many contacts and related contacts in Salesforce. This results in engagements being attributed to an incorrect child account in Staircase AI and Gainsight CS Calendar widget. 

It would be helpful to be able to reassign stakeholders to their correct accounts for activity tracking and assignment.