We currently use High, Medium, Low priority for all CTA Types. We are condiering adding a 4th Critical Priority based on discussions about Issue Management. We aren't sure the 4th priority is particularly necessary and realized we don't have robust definitions for the existing 3 Priorities. That brings me here, how are other Customer Success Teams using this feature?
- Do you have more than 3 priorities? [list=1]
- Do you have different priorities based on CTA Type, or are they the same accross the types to make it easier for CSMs to group their work?
[/list]Thanks for sharing your expertise!
Best answer by darkknightView original
We use the "Important" flag as a way for CSMs to identify CTAs where they are having trouble and need manager involvement. We have a report on the Manager dashboard that identifies CTAs where the Important flag is set.