This is a request that has come directly from a group of our Customer Success Managers. They know they can sort their cockpit by CTA Type, but often find other views more helpful on a daily basis. That said, they would still like a way to visually identify which CTA Type their CTAs fall in, even with different grouping. Their idea was to color code these CTAs in the cockpit view. I know we already assign a color to each CTA Type in admin, but I believe these colors are only currently used for reporting.
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I agree, this request came up during a training session.
Thanks a lot for sharing the feedback Katie.
How many CTA's types do you use ? Also on average how many CTA's would your CSM's have? If the CTA count & the number of types used are a lot, then there might be too much color on CTA List View. Also, is the main need mostly for Risk CTA's (i.e they should be shown in Red) or for all CTA's?
How many CTA's types do you use ? Also on average how many CTA's would your CSM's have? If the CTA count & the number of types used are a lot, then there might be too much color on CTA List View. Also, is the main need mostly for Risk CTA's (i.e they should be shown in Red) or for all CTA's?
At most a CSM would see 7 different CTA Types. Number of CTAs varies quite a bit based on the type of CSM but those with large books of business could have 50-70 open CTAs during their busy times.
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