Just wondering
If lets say a CTA was created on a product issue and a CSM wants to highlight it to the Product Manager who doesnt really need to be in GS on a daily basis but could use the cockpit on meetings or just have a look at the product issue asks and fixes to plan for the roadmap of the product.
Can they get this flagged CTA on their view only license? and if so how would they see it? Or could they signup to get notified via email? Just wondering the view only license use case.
Thanks
Naquiyah
Question
Can you flag a CTA to lets say a Product Manager who has a view only license?
+2PMs can access these CTAs through the Gainsight Account widget (shows up as a separate section on the Salesforce Account page). You could also additionally ask them to turn their notifications on, so that they get alerted on any new CTA/Task assignment.
Steps to turn notifications on from Customer 360:
Hope this helps.
Thanks,
Manu
Steps to turn notifications on from Customer 360:
Hope this helps.
Thanks,
Manu
1 person likes this
Looks like a helpful feature! One point to make, the Product Manager will have to be following the Account.
+1Product Managers would receive the notification if a CTA or Task was assigned to them even if they were not following the Account.
- Would they then have to have a license to SFDC and GS or just SFDC?
- Wouldn't that only be the case if they specifically requested to be notified on "A CTA is assigned to me"?
Reply
Sign up
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.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.