Topics started by donnajfuchs
I’d like to be able to populate the name of a CTA with the account name, and this CTA comes from a success plan. Right now, the rule won’t allow me to add a token to the name of the CTAs in a success plan, I can only add tokens to the name of the success plan itself. This would be really helpful for my team, especially since they work out of cockpit most of the time rather than the global success plan page. Thank you!
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