- One that can be used with rules and can show up in reports
- One that is simply for use by the CSMs to indicate their top priority CTAs and prioritize their work
CTA Flag Types
None
It would be great to have two types of CTA flags to use:
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Just a other thought, If the Use-Case is to flag a CTA created from rules,
We could create a Boolean field in CTA and add that to layout, and when creating CTA via rules we can populate that custom field as true or false and report on that.
Regards,
Hitesh
Right now, because of the use of rules, if I flag a CTA it may impact other processes. It would be great to have some little usability enhancements like this that help users manage their workflow, with no input or impact on rules. Maybe a way to "star" them, so it mimics gmail which is familiar?