New Idea
Manual Recurring CTA with Quarterly Option
My CSMs have manual CTAs that they would like to schedule quarterly. They are unique enough that I would not create a rule for them. Currently, they get around this by setting the manual CTA to reoccur every 91 days. However, it would be great to have a quarterly option built into the recurring manual CTA feature.
Hi Renee,
Makes sense. We will add this capability soon.
Thanks,
Nitisha
Makes sense. We will add this capability soon.
Thanks,
Nitisha
Reply
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