CTA Playbook drop-down location

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  • Idea
  • Updated 2 months ago
Please move the drop-down to add a playbook to a manually created CTA so it is directly below Owner.  When a playbook is selected, several fields (including due date) automatically populate.  When the playbook drop-down is below the due date, the CSM may have entered a date that is, subsequently, overwritten.  It also will be "front & center" when the CSM is creating a CTA that they should look for an existing playbook.
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Angela Domenichelli

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Posted 2 months ago

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