Editing an existing CTA to be recurring

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  • Question
  • Updated 2 weeks ago
  • Acknowledged
  • (Edited)
Hi, is there currently the option to edit a CTA so that it is recurring, or edit an existing task to be recurring? To clarify, this is for CTAs configured at the Relationship level. We'd want to edit the CTA and/or Task so that it recurs on a weekly basis.
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Diana Luo

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Posted 3 weeks ago

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Aditya Marla, Employee

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Hi Diana,

Thanks for sharing this.Let me know if my understanding is correct. You want to edit an already created CTA  and make it recurring (assuming the CTA type has recurring allowed). That is not possible currently, you would need to create a new recurring CTA (with the same details). Does this need come up for a lot of CTA's & often?

Regards
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Diana Luo

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Hey Aditya, thanks for following up. As far as I know, this has only come up once. I sent over your suggestion of creating a CTA instead. It'd be nice to have the flexibility though, if possible. Thanks!