New Idea
Contact lookup on Success Plan
I had a use case from a customer regarding adding the CTA contact lookup field to success plan summary page to add attendees that joined a meeting.
The closest that I could advise was to add a contact lookup to the CTA Group object however this will only allow one contact per field so it isn't very scaleable. It would be nice if there was a easier way to do this for multiple contacts rather than creating this lookup manually.
The closest that I could advise was to add a contact lookup to the CTA Group object however this will only allow one contact per field so it isn't very scaleable. It would be nice if there was a easier way to do this for multiple contacts rather than creating this lookup manually.