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New Idea

Apply CTA Template Quantity Greater Than One

Related products:CS Cockpit & Playbooks
  • March 2, 2026
  • 0 replies
  • 7 views

We have a use case for applying more than one of a specific CTA template to a single Success Plan. The current experience is very inefficient. 

Current experience when we need to Apply Template in a quantity greater than one: Success Plan > Cockpit > Create > Apply Template > Select Template > Apply > [Repeat these steps until the total count of the template needed is achieved] Create > Apply Template > Select Template > Apply 

Ideal experience: Success Plan > Cockpit > Create > Apply Template > Select Template > Input Quantity > Apply