Is there a way to automatically assign a new success plan that drops to a user group?
For example, when a New Product Onboarding success plans drops - we have a group of 6 people that round robin pick up these onboardings. Right now it’s a manual process to assign them, is it possible to make the default owner of these plans a user group instead of one user?
Thanks!
+6Should this be an idea instead of a question? Seems like this should absolutely be feasible.
Should this be an idea instead of a question? Seems like this should absolutely be feasible.
Definitely - would be a great benefit for my company, but wanted to see if it was already possible before submitting as idea!
+8I don’t think you can achieve this via Rules Engine, as the only value in the Owner dropdown is a user GSID 🙁
But seems like a very good use case to leverage the Users Groups like we can do now with a Call To Action Action . I'm with Dayn, you should definitely submit the idea!
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.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
