Editing an existing CTA to be recurring
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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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
I too have come across this issue and is causing a headache
Same here! Can we fix this?
@all, can we have more votes to this request to change the priority.
Checking in on this.
Would we be able to make this change during the SFDC to NXT migration? I’d rather not have to recreate then remap all of our CTAs.
Thanks!
Yes I would like to edit an already existing CTA type to make “recurring” available to my CSM.