Ability to remove Playbook from a CTA
None
Right now, if a Playbook does not quite fit the situation for a CTA that fires on a particular customer, the user can either individually delete each Task in the Playbook, Replace Playbook or Delete the entire CTA (then manually create a new one, if need be). It would be a time saver and create an efficiency if there were also an available option to simply "Delete Playbook."
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Thanks,
Nitisha
Did this actually get implemented? I only see the ability to remove it before its saved, which isn’t particularly useful, and can’t seem to find anything about it in documentation that says otherwise.