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david_narunsky
Contributor ⭐️⭐️⭐️
May 4, 2020
New Idea

Ability to @mention a user in chatter when creating a CTA

Related products:CS Cockpit & Playbooks
  • May 4, 2020
  • 13 replies
  • 468 views

When creating a CTA for Risk, we want to be able to notify the Account Exec when the CTA is created. We typically use chatter for a manual reach out, but would like to @mention the AE in chatter at the point of CTA creation. This allows the AE to be more quickly prepared when they have the conversation with the CSM.

 

We’ve tried putting @mentions in the comment section of the CTA rule, both with and w/o using tokens. The text shows up in the comments as expected, but the @mention doesn’t link.

 

@meenal_shukla FYI

    13 replies

    Contributor ⭐️⭐️⭐️⭐️
    February 24, 2021

    Yes, more @mention functionality please! Rules, CTAs, and the ability to create groups for @mentions and not just individuals would be amazing.

    sriram pasupathi
    Helper ⭐️⭐️
    April 8, 2021

    Hello everyone, currently you can’t @mention a CTA in the comment but you can @mention a user in the timeline entry of a CTA. This way, an email notification will be triggered to that user. (This user should be GS user for this to work). 

    Contributor ⭐️
    May 15, 2026

    Is there anymore traction on this? 

    The suggestion of @mentioning in a timeline entry in a CTA seems to be extra work for the CSM where it is not needed. 

    We have had several use cases where the manager of the CSM wanted to let the CSM know that they can close out a CTA as they want to ensure they review it before closing it out.  Creating a timeline entry for this creates too many unneccesary timeline entires and we like to keep that clean.

    We would also need that to send an email to the user so they can work on it.