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Automatically Name Manually Created CTAs Based Off Applied Playbook

Related products: CS Cockpit & Playbooks
It'd be great to have the ability to auto-name a manually created CTA based off the Playbook being applied. This would help with uniformity when viewing all of the CTAs in the Cockpit (especially when multiple team members are working on the same initiative) and to help with reporting based off "Call to Action Name." 
Naming things consistently would be awesome. As for reporting, you don't have to do it by the name if you have a playbook you are using, you can report on CTAs that have a specific playbook applied. You can also filter in the cockpit based on playbook name.





Also Hook 'Em. 
That is a good point and a pro tip. However, I can often be a glutton for order and much easier to quickly identify based off CTA name than trying to remember or dig for what I landed on for the playbook name. Being able to quickly look at the list, pick it out and then filter would be helpful. Good to know that playbook filtering is a good workaround. 





Thanks and Gig 'em.
Also, using success plan templates can give your CTA names consistency, as well as playbooks and reporting categories. You preconfigure all the CTAs, as well as the names.





This kind of thing is good use of categories as well. 
Hey Cinco, You can add the Playbook name to the List view configuration.Thanks for posting. Let us know if this resolves your query.





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