Cycle through CTA statuses with a from Cockpit list view
It would be cool to have a button (or forward/back arrows) beside the "Default Closed Status" checkbox that allows CSMs to advance a CTA to the next status. For example, CSMs could advance status for a Business Review CTA from "Assigned" to "Scheduled" with one click instead of having to open CTA detail and select the new status from a dropdown. Status sequence could be based on the status order set in CTA config.
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Thanks for the interesting idea. We will look into the possibilities of adding this enhancement.
Thanks,
Nitisha