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Question

Default CTA Type

  • November 19, 2018
  • 2 replies
  • 50 views

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


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.?)