I'd like the capability to set a default CTA type. For example, we are going to roll out CTA Type= Manual for the CSMs who create manual CTAs. If someone creates their own CTA, we would like it to default to manual automatically without them having to select it.
Default CTA Type
Userlevel 3
Userlevel 4
+2
I like the idea Marissa, I think being able to set default types would be huge.
Userlevel 4
Hi Marissa,
Thanks for sharing this. How often would CSMs be creating manual CTA's ? Also, ideally you'd want all the othe values to be prefilled with default values ?(like status / priority etc.?)
Thanks for sharing this. How often would CSMs be creating manual CTA's ? Also, ideally you'd want all the othe values to be prefilled with default values ?(like status / priority etc.?)
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