New Idea
Ability to create Objective CTAs in Cockpit
A customer has requested the ability to create objective CTAs in Cockpit and be able to associate that objective CTA with an open Success Plan. This would allow the CSM to have a single process for adding CTAs (all through Cockpit), rather than having to go to a separate section (Success Plans) only in certain situations. This would require the CTA Type objective available to be selected and then make the selection of the associated open success plan required in order to create.
Hi,
Are these objectives different for each customer or similar set of objectives for all customers?
Are these objectives different for each customer or similar set of objectives for all customers?
+1This would be really helpful for our team. It would be nice if the CSMs didn't have to jump around to a different section since they are already using cockpit to manage their CTAs and playbooks.
Plus, it takes significantly more clicks to create a success plan and map the playbook than if would be if we could create them in Cockpit.
Plus, it takes significantly more clicks to create a success plan and map the playbook than if would be if we could create them in Cockpit.
1 person likes this
+3Good idea! You get my vote.
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