Automatically add text to the comments section of a CTA when it is manually created
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.
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.