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marissa
marissa
Contributor ⭐️⭐️
November 19, 2018
Question

Default CTA Type

  • November 19, 2018
  • 2 replies
  • 66 views
I'd like the capability to set a default CTA type. For example, we are going to roll out CTA Type= Manual for the CSMs who create manual CTAs. If someone creates their own CTA, we would like it to default to manual automatically without them having to select it.

    2 replies

    cameron_wright
    cameron_wright
    Gainsight Employee ⭐️⭐️
    November 19, 2018
    I like the idea Marissa, I think being able to set default types would be huge.

    Cameron Wright - Sr. Security Engineer
    aditya_marla
    aditya_marla
    Helper ⭐️⭐️⭐️
    February 6, 2019
    Hi Marissa,

    Thanks for sharing this. How often would CSMs be creating manual CTA's ? Also, ideally you'd want all the othe values to be prefilled with default values ?(like status / priority etc.?)

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