Not Planned

Ability to link more than one record of the same linked object

Userlevel 5
Badge +1

We link CTAs to Opportunities and Cases. We would like to have the ability to link multiple opportunities or cases to a single CTA.

Example scenario: To show the strategic plan in CTA that is influencing/being influenced by multiple opportunities/cases/or anyother object.

3 replies

Userlevel 6

@aparimala Interesting case.We have typically seen users manage opportunities/cases and CTAs at 1:1 level. While we don’t have plans in the immediate roadmap, we will observe this post for upvotes so that we can pick it up in the future roadmap.

Userlevel 7
Badge +1

We’d like to be able to link multiple records to one CTA also...

Userlevel 7
Badge +2

@aparimala hmm , will check the possibilities and get back to you.