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KimStocks
Helper ⭐️
July 28, 2026
New Idea

Ability to Associate CTAs to Success Plans Directly from the CTA

Related products:CS Cockpit & PlaybooksCS Success Plans & Customer Goals
  • July 28, 2026
  • 0 replies
  • 31 views

Currently, associating CTAs to Success Plans can only be done from the Success Plan’s Cockpit tab. There is no option to link a CTA to a Success Plan directly from within the CTA itself. It would be helpful to have the ability to associate a CTA to a Success Plan from the CTA view for improved workflow and efficiency.

Is this functionality planned for future releases, or are there any workarounds?