Contact lookup on Success Plan

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  • Idea
  • Updated 7 months ago
  • Under Consideration
  • (Edited)
I had a use case from a customer regarding adding the CTA contact lookup field to success plan summary page to add attendees that joined a meeting.

The closest that I could advise was to add a contact lookup to the CTA Group object however this will only allow one contact per field so it isn't very scaleable. It would be nice if there was a easier way to do this for multiple contacts rather than creating this lookup manually.
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Alex LeGay, Employee

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Posted 7 months ago

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Karl Rumelhart, Official Rep

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Could you post an Activity for the meeting within an Objective?  You can add as many attendees there as you want.