Hi all,
Seems like we’re not able to set CTAs as recurring in a success plan template.
My success plan is using a combination of objectives and lifecycle CTAs. Lifecycle CTA set to recurring:
When I’m in my success plan template, I’m unable to set the CTA to recurring, including upon creation of that CTA:
and after creating it, from the actual success plan to which the template was applied:
This isn’t documented as an explicit limitation, and really, why should we not be able to set some CTAs as recurring in a success plan?
Please advise.
Thank you!
A