With new customers, we often see lead times of 30 days or more until clients receive onboarding and get operational. During this time, our CTAs still fire off and our CSMs spend time closing them.
It would be great to have the ability to sleep all CTA activity for a specific client account for a timeframe so that the Cockpit view doesn't become overwhelmed with CTAs that are not actionable.
Idea: Ability to sleep CTAs for a given timeframe for a client
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You can snooze a CTA for a certain duration of time and the snoozed CTA will not show up in cockpit list. Please refer this doc for more details.
Thanks,
Nitisha