We are exploring the use of Success Plans for onboarding new customers. I have begun to build the plan templates and the objectives inside those templates. I thought I could add/tie a CTA to an objective in a Success Plan, but cannot figure out how to do it. The objective just shows "Tasks (0)".
Any guidance on this?
I will admit we are not currently using CTAs or Tasks anywhere else (yet) so this may be a simple question.
How do you add CTAs to an Objective in a Success Plan?
Userlevel 7
+2
Hi Ben, this support article has all the details you're looking for: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/10_Create_S...
Scan down to the section titled: Manage Objective CTAs
Scan down to the section titled: Manage Objective CTAs
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