Individual CSMs have been reaching to our admin team requesting for a bunch of CTAs that are no longer relevant for them to be deleted. What approval process have you implemented in your organizations to make sure your admin team gets documented approval to delete CTAs. We want to avoid a situation where we just delete CTAs and activities based on the CSM’s request without leadership visibility? What are some best practices you use or a process you’d suggest? Thanks!
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I’ve always pushed back and told them that the request has to come from the leader.
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