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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

    linda_lam
    Contributor ⭐️⭐️
    February 19, 2016
    THANK YOU to the Gainsight team for adding this functionality!!! 🙂 BRAVO!  *shout out to our fave Dr. Stevens!*