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gurukiran
Contributor ⭐️⭐️
December 19, 2016
Parked

Manual CTA for multiple accounts

Related products:CS Cockpit & Playbooks
  • December 19, 2016
  • 48 replies
  • 981 views
Apply CTA for multiple accounts Manually.
Scenario: if a user has to go through a process of adding a CTA manually and has to replicate this for all the accounts that he/she is responsible for, currently the only way is to get into a Customer360 page for all the accounts and create the CTA or through the Cockpit Tab.

It would be easier/convenient (flexibility) if the user is allowed to select multiple accounts from a drop down while creating the CTA.


    48 replies

    darkknight
    Expert ⭐️
    October 23, 2018
    #1 yes
    Jeff Kirkpatrick
    darkknight
    Expert ⭐️
    February 25, 2019
    #1 defintely.

    Jeff Kirkpatrick
    alex_newtonhill
    Contributor ⭐️⭐️⭐️
    March 15, 2019
    Hi, Is there any update on this? Thanks!

    Contributor ⭐️
    May 7, 2019
    I also want to add an activity to many accounts at once. There should perhaps also be a separate notes field for each selected account so that I can enter account-specific notes from a single activity dialog.

    June 7, 2019
    Great idea. This would help me save a huge chunk of time in the long run!

    cmultanen
    Helper ⭐️
    February 21, 2020

    Is this still under consideration?

    edleguizamo
    Contributor ⭐️⭐️⭐️
    March 25, 2020

    +1 on this! Our CSMs will really appreciate this feature.

    Eddie Aguilar - Manager, CS Operations
    kelly
    Helper ⭐️⭐️⭐️
    May 28, 2020

    @dan_ahrens any update on this one - seems like a popular and long-sought after request.

    dan_ahrens
    Expert ⭐️⭐️⭐️
    May 30, 2020

    Is the request here to have a single CTA that is associated with multiple accounts? Or to create multiple CTAs, each with an associate with a single account, but which are otherwise identical?

    VP of Customer Success at Forcepoint
    edleguizamo
    Contributor ⭐️⭐️⭐️
    June 1, 2020

    @dan_ahrens I’m Pretty sure the request is to have a single CTA be associated with multiple accounts. I know in my org we would find it super useful. Many times we do something like reaching out about a new piece of content and have followups scheduled. It would be nice for the CSM to be able to create one CTA with that or other action items and assign it to multiple accounts. Right now it seems like more work to generate them separately and not really worth it.

    Eddie Aguilar - Manager, CS Operations