+1Hello -
There are a few customers that we need to create a relationship for in Gainsight that cannot be created with our existing rule. I thought I could create a relationship record manually by adding it to the relationship MDA in Data Operation but that did not work.
Is there a way I can create these relationships without running it through a rule?
Best answer by nithya_yarlagadda
We can definitely create relationships manually. Any user with create permission can add a Relationship to an Account from the Customer 360 > Relationships section.
Steps to Follow :
Once the relationship is mapped, then end users can see the Relationships card view in the Customer 360 > Relationships section. Click the Relationship name in the card view to access the Relationship 360 for that particular customer.
For more information, check this link
We can definitely create relationships manually. Any user with create permission can add a Relationship to an Account from the Customer 360 > Relationships section.
Steps to Follow :
Once the relationship is mapped, then end users can see the Relationships card view in the Customer 360 > Relationships section. Click the Relationship name in the card view to access the Relationship 360 for that particular customer.
For more information, check this link
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