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alex
alex
Contributor ⭐️
Jul 20, 2018 7:40 PM UTC

Rolldown Contacts from Parent Playbook into Playbook Objectives

Our team has found that the contact in a Playbook doesn't roll down to associated objectives / tasks for that Playbook. More often than not the Playbook's objectives all pertain to the same Salesforce contact and it'd be nice to not need to add the contact so many times.

      4 replies

      ryan_reposa_ii
      ryan_reposa_ii
      Contributor ⭐️
      Jul 20, 2018 8:00 PM UTC
      This would be great!
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        nicolette_wolf
        nicolette_wolf
        Contributor ⭐️
        Jul 20, 2018 8:39 PM UTC
        Agreed!!!
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        aditya_marla
        aditya_marla
        Helper ⭐️⭐️⭐️
        Jul 23, 2018 7:26 PM UTC
        Hi Alex,

        Could you provide some more details on this. By 'contact'...do you mean the associated contacts that you add in the CTA?
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        alex_job
        alex_job
        Contributor ⭐️
        Aug 15, 2018 8:55 PM UTC
        Hi, Aditya. Yes exactly. The contact associated with the CTA should roll down to the associated tasks automatically. Often times a CTAs purpose, in our use case at LMI, is to make contact with an admin and our tasks within a CTA all relate to various prompts to make sure we're able to establish engaging communication with that contact.
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