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jaw
jaw
Contributor ⭐️⭐️⭐️⭐️⭐️
August 1, 2019
Solved

Reminder Notifications for Upcoming Tasks or CTAs

  • August 1, 2019
  • 2 replies
  • 482 views
Is there a way for a CSM to receive reminder email notifications for when an upcoming task within a CTA or Objective is due?

    Best answer by dan_ahrens
    We recommend as a best practice that every CSM start their day in Cockpit and sort their Cockpit by Due Date. This way they'll get a clear view of what's overdue, what's due today, and what's coming in the upcoming week. See example below:



    2 replies

    faust_belarmino
    faust_belarmino
    Helper ⭐️⭐️
    August 1, 2019
    I don't think there's a way to do that out of the box. Your best option (I think) would be to create a report of that displays upcoming CTAs that are due. Then create an Outreach or Program that that displays that report and have that trigger on a regular basis to the CSM's

      dan_ahrens
      dan_ahrensAnswer
      Expert ⭐️⭐️⭐️
      August 1, 2019
      We recommend as a best practice that every CSM start their day in Cockpit and sort their Cockpit by Due Date. This way they'll get a clear view of what's overdue, what's due today, and what's coming in the upcoming week. See example below:



      VP of Customer Success at Forcepoint
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