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gunjanm
Expert ⭐️
May 13, 2026
New Idea

Allow Export from CTA Mass Edit

Related products:CS Cockpit & PlaybooksCS Data Management & IntegrationsCS Other FeaturesCS Reports
  • May 13, 2026
  • 0 replies
  • 21 views

For documentation purposes, we like to retain a record of which CTAs were adjusted for whatever reason. It is annoying to essentially have to rebuild that report twice in order to get an export and then to be able to actually do the update. It would be good to have a download option right from the CTA Mass Edit view. Obviously affects Tasks and Success Plans too.