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CSM Assignment Notification Settings

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mark_deegan

It would be nice if Gainsight notified a CSM if they had been assigned an account

 

Rather than having to create a call to action for this 

3 replies

Forum|alt.badge.img+1
  • Contributor ⭐️
  • 1 reply
  • December 13, 2021

I agree! Salesforce has this capability when assigning a new account owner and it is quick and easy. 


andreammelde
Forum|alt.badge.img+3
  • Helper ⭐️⭐️
  • 367 replies
  • December 13, 2021

You can utilize Journey Orchestrator to send an email that uses tokens about the new account they have been assigned


  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 55 replies
  • April 19, 2022
andreammelde wrote:

You can utilize Journey Orchestrator to send an email that uses tokens about the new account they have been assigned

Any more info on this? can you explain how?


Reply


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