Default CTA Type
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.
Already have an account? Login
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
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.?)