Ability to copy existing CTAs and Task to a Success Plan
As of now, I have all of my CTAs and Tasks assigned to the cockpit of the account.
What I’m trying to do is move all of those to a Success Plan. According, to your support team it is only possible to add them by manually recreating them.
This is way too slow of a process as my team and I have been using this tool for ~6 months now. Copying these manually would take a couple days
Therefore, I’m requesting the ability to be able to import an exported CTA or Task export to a success plan.
Alternatively, if you extend the ability to use the existing filters on the Success Plans to pull data from the cockpit of the account that would also work as well.
For my team and I this is the highest priority item we have open currently, so if there’s room in the backlog please help :)