We want our CSMs to be active with their customers and update the pulse on a regular basis. In an ideal world they'd update the health every 30 days or so.
I know I can create a successplay to remind them to update the field every 30 days and create a task, but that is extra unnecessary tasks for CSMs that are engaged.
It'd be great to have the ability to know the last time the CSM Pulse field (Text Based Value) was updated. I'd create a success play that would create a task for a CSM to update this field if it hasn't been updated in the past 30 days.
If All attributes could detect change would be very valuable. (or even identifying a limited number you want to be able to track)
Please sign in to leave a comment.