Manual CTA for multiple accounts

Going to upvote this one because our CSMs would love this!!

Is there any update on this one?  

The ability for a non Admin to duplicate a manually added CTA and tasks to another account would be SO amazing! (without needing to create a rule or build a script.) Would love to be able to apply it across multiple accounts without spending so much time recreating it. This would be for when an appropriate playbook is not already available to quickly choose. Similarly, the ability to create a CTA with tasks, and select multiple accounts at once would be equally amazing. Dreaming of the day the three little dots in a CTA have an option that says “Duplicate CTA and Tasks to Another Account.” Please oh please!🙏🏻😅

I know this one is thread is very old but it would also be very helpful for our CSMs

This is something our team would also like to have available. The use case is that we have a risk that impacts multiple customers. Currently we have to create each risk separately to associate with all of the impacted customers. A simple method to associate a single CTA with multiple customers or easily duplicate a CTA with the ability to change company and other required fields before saving would be great.

It’s honestly quite surprising to see this request still open after more than 9 years. There are multiple comments across the community showing clear demand and real world use cases, yet it still seems to be sitting in limbo. Is this actually on the roadmap, or should customers assume it’s not going to be addressed? Some transparency on the direction here would be greatly appreciated.

Thanks for sharing this idea. We reviewed it, but we’re not planning to prioritize it right now due other high-priority asks, so we’re moving it to Parked for now.