In our org we are tracking specific 90 days plans for every new product user who enters the onboarding phase. We have CTAs created with playbooks assigned every time a new user enters this phase and these CTAs go to our CSMs/training team to complete.
But rather than flagging one CTA per one new user - some customers will have multiple new users added at the same time and the onboarding steps are the same across all users, is there a way I can assign multiple users to one CTA in the rule set up? I know i can do this manually in the actual CTA via "Associated Contact" but can this be set up in the CTA?I tried to find some info on the "Associated Contact" field in rules - Action - CTA set up but haven’t been able to find anything (probably looking in the wrong place)
Thanks in advance