Hi all:
One of the goals we’re trying to do with my team is to reduce the number of “places” people need to go. A prime example of this is where folks can manage their “To-Dos” that arent attached to a Company per se. So for example, they need to fill out a form by MM/DD date.
Is there an ability to create a CTA without having it connected to a company? Or is there an alternative workaround?
Thanks!
+10
Awesome question
I know there’s an Idea out here in the Community to vote on, but I can’t locate it just now. I’ve been told Gainsight is looking at this concept (the Company- or Relationship-less CTA), but don’t know what the status or progress is.
One workaround is to use a dummy Company or Relationship for any of these CTAs. We explored that idea, and it worked somewhat well.
thank you
If you ever find that idea in Community, let me know and I’ll get my vote in there.
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