Auto Assign Contacts to CTAs & Objectives

  • 13
  • Idea
  • Updated 2 months ago
Our CTAs require we manually add a contact to each CTA and/or Objective or Task. Most of the time the contact will not change from one task to another. It would be ideal to provide an option for a contact to be auto-assigned to any CTAs, Tasks and Objectives. 
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Stephanie Overhoff

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  • hopeful this can be implemented to save me MANY MANY clicks per day

Posted 2 months ago

  • 13
Photo of Jamie


  • 64 Points
Absolutely! When working a success plan, I want to add my contact to the first objective and then every subsequent objective and task inherit that contact by default.
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Dan Ahrens, Official Rep

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Hi Stephanie, do you have a single primary contact identified per customer record that might be relevant to use as the default for each CTA that is created? Or did you have another selection mechanism in mind to know which contact should be attached to the CTA record?