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.
Photo of Angela Domenichelli

Angela Domenichelli

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Posted 6 months ago

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Photo of Sai Ram Pulluri

Sai Ram Pulluri, Official Rep

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Hi Angela,  we understand your concern and redirecting this to our Product team, but let us also see how does other customers need this functionality. Gathering the inputs from other customers for better results !

@All, Please hit Like or +1 to increase the priority in the roadmap. 


Thanks for posting!