Contact lookup on Success Plan

  • 2
  • Idea
  • Updated 1 year 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.
Photo of Alex LeGay

Alex LeGay, Employee

  • 6,172 Points 5k badge 2x thumb

Posted 1 year ago

  • 2
Photo of Karl Rumelhart

Karl Rumelhart, Official Rep

  • 10,208 Points 10k badge 2x thumb
Could you post an Activity for the meeting within an Objective?  You can add as many attendees there as you want.