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allastair_meffen
Contributor ⭐️⭐️⭐️
February 4, 2016
New Idea

Create a playbook from a manually created CTA

Related products:CS Cockpit & Playbooks
  • February 4, 2016
  • 2 replies
  • 85 views
A number of my CSMs will spend time creating manual CTAs for situation/scenarios that turn out to be pretty common among the team, so I end up creating a playbook right from that CTA but it is a manual process. It would be helpful if I could just create the playbook automatically from the CTA and then assign the appropriate resource and time frames.

    2 replies

    irit_eizips
    Helper ⭐️
    February 4, 2016
    Agreed! The way I see it working is once the CTA reason is selected, the playbook is going to be attached automatically.

    Though, I'd have to admit that I've found that the more experienced CSMs (especially high touch/strategic) preferred not using the playbooks as each of them either had their own playbook or because the customers were so complex, the playbooks didn't add a lot of value.
    Contributor ⭐️⭐️⭐️
    February 8, 2024

    Do we have an update on this?