It would be great if we had the ability to tokenize the Task Name the same way we can with the CTA name. This will be useful for our CSM's to see the Account Name in the tasks that are synced with Outlook, versus just the task name without knowing which account it belongs to
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Hi Angela,
Would you like this capability in just playbooks or while adding manual tasks too?
Thanks,
Nitisha
Would you like this capability in just playbooks or while adding manual tasks too?
Thanks,
Nitisha
Hi Nitisha,
Currently it's just a need for playbooks, but not a bad idea for manual tasks too.
Thanks,
Angela
Currently it's just a need for playbooks, but not a bad idea for manual tasks too.
Thanks,
Angela
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