New Idea
Manual CTAs - Select Playbook when creating
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.
+7I've heard this from several customers just in the past week. Would be awesome to have this option!
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I think it would be super helpful to attach a playbook and while creating a CTA. Thanks for posting this!
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+13This came up in our user feedback session today as well. Any update on when this might be available?
+1This enhancement will be available in our Jan 2016 release.
+4Was this released in the January update? Because when I go to create a new CTA...I don't see an "attach playbook" option
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.
+4So disappointing. 😞 Thanks for verification!
+1We targeted but missed the Jan release. This is now part of the Feb release that will be pushed on 18th Feb.
THANK YOU to the Gainsight team for adding this functionality!!! 🙂 BRAVO! *shout out to our fave Dr. Stevens!*
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