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Convert CTA to Objectives

  • March 22, 2017
  • 3 replies
  • 40 views
laura_webster
I like to be able to quickly create a CTA and come back to it later. This keeps me from having to enter things in other tools or writing them down. When I come back, I can then figure out what to do with it, what type it is, what playbook, etc. I would like an option to convert the task to an objective in an existing success plan. I could see some kind of a window to select which success plan you want to add it to.
    laura_webster
    robert_morse
    T

    3 replies

    nitisha_rathi
    • nitisha_rathi
    • Expert ⭐️⭐️
    • March 30, 2017
    Hi Laura,

    Would creating a success plan in draft status not work for you? Are these CTAs (which you want to convert to objectives) created manually or via rules engine?

    Thanks,
    Nitisha
    laura_webster
    • laura_webster
    • Author
    • Contributor ⭐️⭐️⭐️
    • March 30, 2017
    They are created manually. For example, an email comes through from a client that they are preparing to upgrade. I don't have time to work on it right now so I create a CTA to upgrade and include the email. Later, I go back to that CTA, possibly need to create a success plan for that client and convert the CTA to an objective in that plan. 
    robert_morse
    • robert_morse
    • Contributor ⭐️
    • July 27, 2018
    This is exactly the functionality that I too am looking for.  I would like to be able to take an existing CTA and convert it to an objective on a success plan.  There are times that items start off as simple tasks but then grow into larger items that need to be tracked on the success plan.  I hate having to duplicate the information or provide links back to other CTAs.
    T
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