CTA, task, timeline - what do I use?
Hey everyone. We're building our proceses here and would like some advice. I would like to track certain activities and roll them in a report to demonstrate CS's influence on retention. These activities may include a QBR, a call, training etc...
How do I best architect this? I have CTAs that create the QBR, we have timeline activities that are calls, tasks that are calls (as they are part of a CTA playbook), training timeline activities etc... Would like to understand what people have standardized on for reporting purposes. Thank you!!
How do I best architect this? I have CTAs that create the QBR, we have timeline activities that are calls, tasks that are calls (as they are part of a CTA playbook), training timeline activities etc... Would like to understand what people have standardized on for reporting purposes. Thank you!!
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