Is there a way to duplicate or copy a CTA? I have a need where I may need to split up a CTA between people or split between customers. The content of the CTA is similar and would like to not waste time duplicating that info. Any ideas? thanks
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Is this a PX engagement with a CTA? If so, you can clone the engagement.
I am not familiar with PX Engagement. Can you please elaborate?
I guess you are not talking about the Gainsight PX product then.
We could also really use this feature in Gainsight CS. Duplicating a CTA would allow for our CSMs to easily create tasks for repetitive motions and save a lot of time/effort on their end.
That is a great idea, to be able to Copy a CTA, reuse it and modify. Even be able to copy CTAs between customers/Success Plans would be great.
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