It would nice to be able to create a CTA and tag multiple accounts.
It would be created and displayed in the main cockpit. To the right, when opened, it would also show the other accounts affected in the CTA tab next to Timeline and Customer.
I have internal calls frequently discussing multiple accounts. For example, there is a particular event that will involve several of my clients. I want to create a CTA with tasks to accomplish for this "Customer Success Summit" and tag all the accounts associated.
This option would also be usefu to make to-do lists for multiple accounts at once.
CTA for Multiple Accounts
None
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Can this be merged into that one?
Currenlty we do have merge featuer for this new tool, we will add this to our list.