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Using a CTA to create a Customer Goal

  • June 30, 2026
  • 1 reply
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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!

Best answer by Yogita

Hi ​@maddisonstorey,

You can associated a Customer Goal to a CTA. These are the steps to do so:

  • Navigate to the Customer Goals where you want to associate the CTA.
  • Click on the Customer Goals, a new window opens.
  • On the right side of the screen, you would see an ‘Associated Work’ Tab.
  • In this Tab, you can either associated a CTA or a Success Plan.

You can find more here: Associated Work with a Goal

Thanks,
Yogita

1 reply

Y
Gainsight Employee ⭐️
  • Yogita
  • Gainsight Employee ⭐️
  • Answer
  • July 2, 2026

Hi ​@maddisonstorey,

You can associated a Customer Goal to a CTA. These are the steps to do so:

  • Navigate to the Customer Goals where you want to associate the CTA.
  • Click on the Customer Goals, a new window opens.
  • On the right side of the screen, you would see an ‘Associated Work’ Tab.
  • In this Tab, you can either associated a CTA or a Success Plan.

You can find more here: Associated Work with a Goal

Thanks,
Yogita

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