I would like to have text auto-populate in the comments section of a CTA after a specific Type/Reason is selected when it is created manually by a CSM.
Use case: I need CSMs to create a CTA to document that they have presented a new feature to a client and then answer a couple questions about the client's response.
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Hi Anna,
Did you use playbooks? Playbook tasks will be displayed based on the Reason selected, so playbook will suite your requirement.
I would request you to add your comments to the Tasks which are added to palybook and add that playbook to CTA.
Hope this hleps!
Did you use playbooks? Playbook tasks will be displayed based on the Reason selected, so playbook will suite your requirement.
I would request you to add your comments to the Tasks which are added to palybook and add that playbook to CTA.
Hope this hleps!
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