Cycle through CTA statuses with a from Cockpit list view
It would be cool to have a button (or forward/back arrows) beside the "Default Closed Status" checkbox that allows CSMs to advance a CTA to the next status. For example, CSMs could advance status for a Business Review CTA from "Assigned" to "Scheduled" with one click instead of having to open CTA detail and select the new status from a dropdown. Status sequence could be based on the status order set in CTA config.
Hi Sara,
Thanks for the interesting idea. We will look into the possibilities of adding this enhancement.
Thanks,
Nitisha
Thanks for the interesting idea. We will look into the possibilities of adding this enhancement.
Thanks,
Nitisha
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