There may already be a post out there somewhere but I cannot find it.
The ability to create a CTA through Sally is useful, but it would be even more useful if
A) users could select a Reason while creating through Sally (otherwise every CTA ends up logging with the same reason code, and users forget to go manually change it)
B) if admins could establish required fields that also need to be completed.
This needs more attention. Part of the draw of Sally is meeting people where they’re at - instead of needing to change systems to create a CTA you can do it from Slack. But if you have to go back to Gainsight to:
Then that creates a number of challenges: