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jaw
jaw
Contributor ⭐️⭐️⭐️⭐️⭐️
Aug 1, 2019 4:30 PM UTC
Solved

Reminder Notifications for Upcoming Tasks or CTAs

Is there a way for a CSM to receive reminder email notifications for when an upcoming task within a CTA or Objective is due?

    dan_ahrens
    dan_ahrensAnswer
    Expert ⭐️⭐️⭐️
    Aug 1, 2019 8:36 PM UTC
    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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    faust_belarmino
    faust_belarmino
    Helper ⭐️⭐️
    Aug 1, 2019 6:04 PM UTC
    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

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      dan_ahrens
      dan_ahrensAnswer
      Expert ⭐️⭐️⭐️
      Aug 1, 2019 8:36 PM UTC
      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:



      Translate
      VP of Customer Success at Forcepoint
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