Editing Recurring CTAs

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  • Idea
  • Updated 4 weeks ago
I use manually created CTAs as a way to help me manage reminders and tasks that must take place for my high volume of customers on an ongoing basis (i.e. monthly) however it is becoming very frustrating that after I create the CTA, I am not able to make any edits to it, specifically the frequency details of the recurrence. As a workaround, I need to ask our Gainsight Admin to delete the entire CTA and manually create a new one. It would be extremely helpful to my workflow if I had the capability to simply edit the details of a CTA rather than request for it be deleted and create a new one.
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Marlisa Ghosn

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Posted 4 weeks ago

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