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.
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?
I would add, when a CTA or Success Plan is manually applied, we want to assign the primary contact at that time so to they are tied as the default contact to every associated task within the CTA/Playbook.