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Helper ⭐️
May 26, 2021
New Idea

Ability to link more than one record of the same linked object

  • May 26, 2021
  • 4 replies
  • 89 views

We link CTAs to Opportunities and Cases. We would like to have the ability to link multiple opportunities or cases to a single CTA.

Example scenario: To show the strategic plan in CTA that is influencing/being influenced by multiple opportunities/cases/or anyother object.

4 replies

sai_ram
Expert ⭐️⭐️
May 27, 2021

@aparimala hmm , will check the possibilities and get back to you.

sriram pasupathi
Helper ⭐️⭐️
May 31, 2021

@aparimala Interesting case.We have typically seen users manage opportunities/cases and CTAs at 1:1 level. While we don’t have plans in the immediate roadmap, we will observe this post for upvotes so that we can pick it up in the future roadmap.

HollySimmons
Helper ⭐️
December 14, 2021

We’d like to be able to link multiple records to one CTA also...

Contributor ⭐️⭐️
January 2, 2024

We would also like the ability to create and/or link multiple Opportunity records to a single CTA. Ideally, there would be the option to add multiple Opportunity linked object tabs to the CTA, each one identified by a unique Opportunity ID.
 

Our main use case for this is on renewal/churn CTAs, off of which our CSMs are expected to create a new, separate opportunity for each product that is up for renewal for that given company.

 

We would ideally like to have 1 renewal CTA that alerts the CSM that a company is coming up for renewal and that they have X number of products up for renewal; and we would then like them to create that same number of renewal opportunities and to be able to link all of those back to that same original CTA.