Is it possible to provide an option to make Playbooks mandatory or not while creating CTA’s or to customize the CTA creation window?

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  • Updated 2 months ago
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Malvika Singh

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Posted 2 months ago

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Tim Schukar, Employee

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You can add mandatory fields to a CTA that require data input prior to closing out CTA and/or Playbook tasks.  Would that get you what you need?
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Malvika Singh

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Not really. I would like to be able to control that when our users create a CTA they always have to select a playbook. (for our environment we require a playbook for any CTA created) However, when you go to create a CTA, the field where you select a playbook it kind of hidden (you have to scroll to see it in our instance), so especially as we roll out Gainsight to our users for the first time they will most definitely end up not creating CTA's with playbooks. i would like a way, at least until they get comfortable with creating CTA's manually, to make selecting a playbook mandatory. I originally would have liked to be able to customize the CTA creation page so I could move the playbook field to a less hidden position but I was told this was not possible.