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andreammelde
Helper ⭐️⭐️
February 13, 2020
New Idea

Rules to update owner of CTAs

  • February 13, 2020
  • 21 replies
  • 453 views

It would be great to be able to create a rule to update the owner of a CTA. I can manually do this with CTA mass editor, so I feel like I should also be able to do this via an automatic rule.

 

Examples:

  • CSM changes and the rule will update the owner to the new CSM
  • When the CTA fired, it was assigned to the default owner. At a later point a CSM is assigned to the account. The rule would update to the CSM now on the account

21 replies

mpatra
Helper ⭐️
August 30, 2023
IN DEVELOPMENT→Implemented
Monica Patra | Senior Product Manager| Gainsight