Question
How do you add CTAs to an Objective in a Success Plan?
We are exploring the use of Success Plans for onboarding new customers. I have begun to build the plan templates and the objectives inside those templates. I thought I could add/tie a CTA to an objective in a Success Plan, but cannot figure out how to do it. The objective just shows "Tasks (0)".
Any guidance on this?
I will admit we are not currently using CTAs or Tasks anywhere else (yet) so this may be a simple question.
Any guidance on this?
I will admit we are not currently using CTAs or Tasks anywhere else (yet) so this may be a simple question.