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kristin_f3c469
Contributor ⭐️⭐️⭐️⭐️⭐️
April 17, 2015
New Idea

Manual CTAs - Select Playbook when creating

  • April 17, 2015
  • 11 replies
  • 89 views
When manually creating a CTA, have the Apply Playbook option available. This makes it all one step and helps to ensure the playbook is assigned.

    11 replies

    kendra_mcclanahan
    Gainsight Employee ⭐️⭐️
    April 18, 2015
    I've heard this from several customers just in the past week. Would be awesome to have this option!
    sidhu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    April 23, 2015
    Thanks for posting this Idea. We have added this to our roadmap.  
    heather_ayer
    Contributor ⭐️⭐️
    August 21, 2015
    I think it would be super helpful to attach a playbook and while creating a CTA. Thanks for posting this!
    darkknight
    Expert ⭐️
    October 13, 2015
    This needs to happen.
    Jeff Kirkpatrick
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    November 18, 2015
    This came up in our user feedback session today as well.  Any update on when this might be available?
    sidhu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    November 30, 2015
    This enhancement will be available in our Jan 2016 release. 
    darkknight
    Expert ⭐️
    January 25, 2016
    Was this released in the January update? Because when I go to create a new CTA...I don't see an "attach playbook" option
    Jeff Kirkpatrick
    ellenoangieslistcom
    Contributor ⭐️⭐️⭐️⭐️⭐️
    January 26, 2016
    I still have to manually create the CTA then go in and click Apply Playbook as I used to, so I do not think this was released.
    darkknight
    Expert ⭐️
    January 26, 2016
    So disappointing. 😞  Thanks for verification!
    Jeff Kirkpatrick
    sidhu
    Gainsight Employee ⭐️
    Gainsight Employee ⭐️
    January 26, 2016
    We targeted but missed the Jan release. This is now part of the Feb release that will be pushed on 18th Feb.