Auto Assign Contacts to CTAs & Objectives
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Our CTAs require we manually add a contact to each CTA and/or Objective or Task. Most of the time the contact will not change from one task to another. It would be ideal to provide an option for a contact to be auto-assigned to any CTAs, Tasks and Objectives.
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Thanks for sharing this. If I understand correctly, you want the "associate contact" added to the CTA to be available on all its task by default? Is there any reason to have the contact information available again at the task level (are any subsequent processes built on top of this?)