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Question. Is it possible to change the default Due Date of a CTA to X Days?

  • August 14, 2018
  • 5 replies
  • 48 views

sagan_sherlin
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My apologies if there is a post - I read through a few and couldn't find this exact request. 

But we're looking to know if there is a way to change due date of 1 day of newly created CTA's to maybe 2 days instead?  So when a CTA is created, rather than a due date of tomorrow - it would have a due date of two days out instead. [Or whatever the ADMIN sets.]

We have a group of users that are heavy on manually creating their own CTA's and this is a rather hefty request.  We proposed Playbooks - but when they provided the list to cover their scenarios, it got a little wicked.

Looking forward to everyone's feedback!

(Also, HI!!)

5 replies

sagan_sherlin
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  • Author
  • Helper ⭐️⭐️
  • August 17, 2018
Ping.

karl_rumelhart
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I am sorry but I am not quite following you.  When a CTA is created manually the user selects the due date. It can be anything.  Are you asking for a change in the default?

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • August 29, 2018
Hi Sagan,

Do you still have an open question here?

Thanks!

sagan_sherlin
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  • Author
  • Helper ⭐️⭐️
  • September 4, 2018
Hi Sorry!  When a User creates a CTA, the defualt 'Due Date' is the same day as they create it.  They are wondering if there is a way to change that.  

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • September 28, 2018
I'm going to switch this to an Idea.