Manually updating scorecard comments and health via a CTA created on a specific relationship
None
Hello,
I searched but was not able to find if there is the ability to update manually a scorecard (comments/health) via a CTA. Can Scorecard be added to CTAs created by Relationships
I searched but was not able to find if there is the ability to update manually a scorecard (comments/health) via a CTA. Can Scorecard be added to CTAs created by Relationships
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PS: We can build rules to update scores based on changes to CTAs, but I'm assuming you want to update manually while working through specific scenarios.
+1 to this idea. We have recurring CTAs that ask the CSMs to update the manual metric on a weekly basis.
Regards,
Shantan