Bulk Update CTA Ownership (by End User)

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  • Idea
  • Updated 4 months ago
  • Under Consideration
This is similar to a couple of existing conversations, but more of a spin for end-user (non-Admin) management. We'd like the ability to bulk assign CTAs (or Objectives within a Success Plan) by a non-Admin user. 

In addition to Customer Success Managers, we have Technical Success Managers that manage projects (Onboarding, Events, etc.) through the use of both Success Plans (w/ Objectives) and CTAs.  When a TSM is away on vacation, they must go in an assign all of their Success Plans to their cross-over, as well as manually assign each Objective/CTA. It is very tedious and time consuming for that individual. 

For our third-shift folks, we route all Onboarding Success Plans (auto-created via Rules) to a single, senior member, who then assigns out those Success Plans and Objectives. Again, this falls victim to the tedious task of having to assign this on a one-by-one basis. 

I do realize that their is a Mass Update option available to Administrators, as mentioned in Mass edit objective CTAs and CTA mass change when CSD assignment changes, but we really need this ability for the entire team. This could also easily turn into a full time responsibility for the Admins. 

What we have envisioned is just an ability to select multiple CTAs from either the Cockpit or the Success Plan Objectives page and then apply action to those. Kind of similar to your email inbox.
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Cinco Coates

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  • hopeful but my clicking finger is weary.

Posted 10 months ago

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Aditya Marla, Product Manager

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Hi Cinco,

Thanks for sharing this. Would you want this ability of Mass updating CTA's be available to all end users or only some specific users ? Also would having the ability to reassign the ownership of their (CTA's they own) CTA's be sufficient (or any other additional capabilities would be needed such as ...changing status/priority etc?)

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Calvin Multanen

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Adding to this, I think this would be most useful for the CTA owner for reassigning, completing, and deleting CTAs.