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Ability to edit the Start Date of CTAs

Related products:CS Cockpit & Playbooks
  • December 9, 2025
  • 0 replies
  • 3 views

Users should be able to edit the Start Date of CTAs without having to use the Gantt Chart view in the Success Plan.

We have a use case where we’re using CTAs to track customer engagements that could span anywhere from a week to multiple years, and sometimes the start dates of those engagements change. We’d like to use the start date field on the object so that we can leverage built in functionality with this field, but there’s no way to update this without going to the Gantt Chart view in the associated Success Plan. Being able to edit this field would be very useful.