Ability to tag users on CTA
Use Case: When a manager is reviewing overdue CTAs on their manager dashboard, she would like an easy way to tag the CTA owner to complete the CTA. There is also a potential use case for collaboration when execuitng on the CTA.
Impact: One way to drive adoption of the system is from the tops down. When a manager finally has time to review operational reports such as overdue CTAs, it is cumbersome to then ping each rep individually to make sure that CTAs are closed out. A quick tag in the CTA comments would save a lot of time and make managing adoption much smoother.
One workaround is to add an internal note timeline activity that can be logged within the CTA UI. Since this adds a timeline activity to Timeline with a link to CTA, it should work, but this adds clutter to Timeline for one off notiifcations.
Impact: One way to drive adoption of the system is from the tops down. When a manager finally has time to review operational reports such as overdue CTAs, it is cumbersome to then ping each rep individually to make sure that CTAs are closed out. A quick tag in the CTA comments would save a lot of time and make managing adoption much smoother.
One workaround is to add an internal note timeline activity that can be logged within the CTA UI. Since this adds a timeline activity to Timeline with a link to CTA, it should work, but this adds clutter to Timeline for one off notiifcations.