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Opportunity Linking

Related products:None
kiersti_felska
when i create a CTA of of an opportunity, how do i get it to automatically link the opportunity on the CTA?  Also we should be able to link an opportunity off of the ID number and not name as names change and can be cumbersome to try and find the right naming to link.

    3 replies

    steve_davis
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    • steve_davis
    • Gainsight Employee ⭐️⭐️
    • 201 replies
    • June 3, 2016
    Kiersti,

    The specific thing that you want would be handled as a feature reqeust. 

    You could tokenize the opportunity ID into the CTA comments so they know which ID it goes with, but to be able to sync based on that ID is not available at this time. 

    I will kick this into an idea, but let me know if you have any other questions. 

    Thanks,
    Steve Davis
    lane_h
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    • lane_h
    • Helper ⭐️
    • 319 replies
    • March 6, 2017
    Hey Steve, 

    Is this still a feature request or has this been released?
    Director of CX and Scale Programs
    zach_davis
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    • zach_davis
    • Helper ⭐️
    • 77 replies
    • March 6, 2017
    Lane,

    You can now link objects to CTAs. I've attached the link to our support documentation below:

    https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/04_...

    Thanks!

    Zach

    Reply


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