Ability to 'migrate' an automated CTA into your Success Plan
None
We have some CTA's that fire to provide insight to our customers. These CTA's, once discussed with the customer, can easily become a part of our overall Success Plan. It would be great if there was a 'migrate' feature that would allow you to move the CTA to a Success Plan resulting in the CTA type now being an objective within the Success Plan.
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Thanks for the interesting idea. Can these CTAs be a part of success plan template or are these triggered based on very different criteria?
Ideally, the CTA would automatically open the Success Plan template, but that's another story :)