Automatically add text to the comments section of a CTA when it is manually created

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  • Idea
  • Updated 4 days ago
I would like to have text auto-populate in the comments section of a CTA after a specific Type/Reason is selected when it is created manually by a CSM. 

Use case: I need CSMs to create a CTA to document that they have presented a new feature to a client and then answer a couple questions about the client's response.   
Photo of Anna Whitehouse

Anna Whitehouse

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Posted 1 month ago

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Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

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Hi Anna,

Did you use playbooks? Playbook tasks will be displayed based on the Reason selected, so playbook will suite your requirement.

I would request you to add your comments to the Tasks which are added to palybook and add that playbook to CTA.

Hope this hleps!