Please make it so each Reasons is associated with a specific CTA Type
CS Cockpit & Playbooks
We have a list of 20+ reasons. Some of these reasons are only used when CTA type = opportunity, some reasons are oly used when CTA type = Risk.
When creating a CTA our SMs need to scroll through a long list when half the Reasons are not applicable.
When creating a CTA our SMs need to scroll through a long list when half the Reasons are not applicable.
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What reasons show up when 'Event' type is selected is controlled by (1) what you have configured solely for events (through the drop-down), and (2) what you have configured under 'All' (applies to all Types). I think you might be seeing more reason codes because of #2. Could you please check once?