Assign CTA in C360 Cockpit to R360 Relationship
None
Hi,
We have CTAs being generated at C360 level - some of these need to be manually reassigned to the relevant R360s under that account. I cannot find a way to be able to do that however - I'm aware you can create a new CTA directly in R360 but is there a way existing CTA can be assigned to a R360?
Thanks in advance
Katerina
We have CTAs being generated at C360 level - some of these need to be manually reassigned to the relevant R360s under that account. I cannot find a way to be able to do that however - I'm aware you can create a new CTA directly in R360 but is there a way existing CTA can be assigned to a R360?
Thanks in advance
Katerina
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Thanks for sharing this. Is it not possible to create the CTA at the relationship level right from the start (Or does that can to happen only manually?)
The question is – can this be done?
thanks
We have a different use case, but the end result is the same. A CTA can accidentally be logged to C360; and then it needs to be moved to its correct home in R360. Would be great if that can just be reassigned to R360 and all the tasks and timeline updates go with it.
As it is today, we need to create a new CTA in R360 and copy/paste the data.
Another example is transferring tasks between R360’s for the same account. This will need to happen at scale.