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sara_hoeffler
sara_hoeffler
Contributor ⭐️⭐️⭐️⭐️⭐️
January 13, 2017

Cycle through CTA statuses with a from Cockpit list view

  • January 13, 2017
  • 1 reply
  • 29 views
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.  

      1 reply

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      January 16, 2017
      Hi Sara,

      Thanks for the interesting idea. We will look into the possibilities of adding this enhancement.

      Thanks,
      Nitisha
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