Rolldown Contacts from Parent Playbook into Playbook Objectives

  • 3
  • Idea
  • Updated 1 month ago
Our team has found that the contact in a Playbook doesn't roll down to associated objectives / tasks for that Playbook. More often than not the Playbook's objectives all pertain to the same Salesforce contact and it'd be nice to not need to add the contact so many times.
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Alex

  • 90 Points 75 badge 2x thumb
  • SO GOOD

Posted 2 months ago

  • 3
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Ryan Reposa, II

  • 84 Points 75 badge 2x thumb
This would be great!
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Nicolette Wolf

  • 64 Points
Agreed!!!
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Aditya Marla, Product Manager

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Hi Alex,

Could you provide some more details on this. By 'contact'...do you mean the associated contacts that you add in the CTA?
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Alex Job

  • 62 Points
Hi, Aditya. Yes exactly. The contact associated with the CTA should roll down to the associated tasks automatically. Often times a CTAs purpose, in our use case at LMI, is to make contact with an admin and our tasks within a CTA all relate to various prompts to make sure we're able to establish engaging communication with that contact.