My CSMs have manual CTAs that they would like to schedule quarterly. They are unique enough that I would not create a rule for them. Currently, they get around this by setting the manual CTA to reoccur every 91 days. However, it would be great to have a quarterly option built into the recurring manual CTA feature.
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Hi Renee,
Makes sense. We will add this capability soon.
Thanks,
Nitisha
Makes sense. We will add this capability soon.
Thanks,
Nitisha
Reply
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