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ajharlow44
Contributor ⭐️
May 20, 2024
New Idea

Ability to Update CTA Status from Task View

Related products:CS Cockpit & Playbooks
  • May 20, 2024
  • 0 replies
  • 12 views

Our Account Managers work mostly from their Task View of the Cockpit to handle their daily items. We are able to add the CTA status as a viewable field, but this cannot be updated from the task view. Rather, they have to click into the CTA to update this.

It would increase efficiency for them to be able to update the CTA status from the Task View report directly based on the outcome of that particular task.