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jbarbiergainsightcom
Gainsight Employee ⭐️
jbarbiergainsightcom
Gainsight Employee ⭐️
February 24, 2017

Ability to create Objective CTAs in Cockpit

  • February 24, 2017
  • 3 replies
  • 37 views
A customer has requested the ability to create objective CTAs in Cockpit and be able to associate that objective CTA with an open Success Plan. This would allow the CSM to have a single process for adding CTAs (all through Cockpit), rather than having to go to a separate section (Success Plans) only in certain situations. This would require the CTA Type objective available to be selected and then make the selection of the associated open success plan required in order to create.

      3 replies

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      February 27, 2017
      Hi,

      Are these objectives different for each customer or similar set of objectives for all customers?
      cmultanen
      cmultanen
      Helper ⭐️
      February 23, 2018
      This would be really helpful for our team. It would be nice if the CSMs didn't have to jump around to a different section since they are already using cockpit to manage their CTAs and playbooks.

      Plus, it takes significantly more clicks to create a success plan and map the playbook than if would be if we could create them in Cockpit. 
        davebrown2242
        davebrown2242
        Helper ⭐️
        September 20, 2019
        Good idea! You get my vote.

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