Is it possible to use a CTA and “escalate” it to a Customer Goal? Here’s my use case:
Our leadership team wants more insight into the commitments our teams are making with customers. We have AI Follow Up turned on, so we would like to use the auto-generated notes and the Add CTA function there. If there is a broader commitment made to a customer, we would like the CTA to have the ability to be escalated or pushed to create a Customer Goal as Customer Goals are going to be executive facing.
Is this feasible? Does anyone know of a workaround?
Alternatively, if you have a similar need but a different workflow, I would love to learn more! Thanks!