Skip to main content

Make CTA Status available as field in list view

  • June 3, 2015
  • 0 replies
  • 13 views

jd_griffis
In the Config options for the Cockpit list view; Status isn’t available to add as a column. Our CSD's have a fairly long list of CTAs (lots of accounts); which they prefer to group by Due Date; so the CTAs due in the near term are at the top. The problem
is that they're not able to see the Status in the Due Date view which makes it more difficult to do their planning.