Question

CREATE A CTA TO TRIGGER PLAYBOOK

  • 28 February 2023
  • 0 replies
  • 36 views

Userlevel 1

My team has a Playbook named Kickoff Call. We need it to be triggered by the following items. 

  • Trigger when account is not assigned to CSM, then becomes assigned to a CSM
  • Trigger when account is reassigned from one CSM to another
  • DO NOT duplicate an existing open CTA of the same type. Reassign the existing CTA if it exists

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