Skip to main content
tzundelgainsightcom
tzundelgainsightcom
Helper ⭐️⭐️
May 17, 2017

Ability to remove Playbook from a CTA

  • May 17, 2017
  • 4 replies
  • 62 views
Right now, if a Playbook does not quite fit the situation for a CTA that fires on a particular customer, the user can either individually delete each Task in the Playbook, Replace Playbook or Delete the entire CTA (then manually create a new one, if need be). It would be a time saver and create an efficiency if there were also an available option to simply "Delete Playbook." 

      4 replies

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      June 12, 2017
      Thanks for the idea, Tracy. We will take it up based on the number of customers asking for it.

      Thanks,
      Nitisha
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      June 14, 2017
      I can see this being very useful in cases where the playbook has many tasks. Deleting them individually one by one would be a major time waster.
      VP of Customer Success at Forcepoint
      john_apple
      john_apple
      Expert ⭐️
      September 6, 2017
      This would be timesaver for managing CTAs and reduces confusion for new users
        R
        ryanm
        Contributor ⭐️⭐️⭐️
        March 22, 2022

        Did this actually get implemented? I only see the ability to remove it before its saved, which isn’t particularly useful, and can’t seem to find anything about it in documentation that says otherwise. 

        Terms & ConditionsAccessibility statement