Is there currently a way to log CTAs that are “general” and not related to an account?
With Gainsight as my bible, I like to include all of my action items in the cockpit, if possible, but at this time, I am logging CTAs attached to accounts when they aren’t. For example, complete internal training, provide feedback internally, etc.
@slablance, I haven’t found a way to create general CTAs but had a similar use case. Our work around was to create our own company as a customer and track all non-customer specific CTA’s, Timeline Entries, and Success Plans against that. It’s worked pretty well to this point.