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laura_webster
laura_webster
Contributor ⭐️⭐️⭐️
March 22, 2017

Convert CTA to Objectives

  • March 22, 2017
  • 3 replies
  • 61 views
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.

      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_websterAuthor
      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.
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