New Idea
Ability to remove Playbook from a CTA
Right now, if a Playbook does not quite fit the situation for a CTA that fires on a particular customer, the user can either individually delete each Task in the Playbook, Replace Playbook or Delete the entire CTA (then manually create a new one, if need be). It would be a time saver and create an efficiency if there were also an available option to simply "Delete Playbook."
Thanks for the idea, Tracy. We will take it up based on the number of customers asking for it.
Thanks,
Nitisha
Thanks,
Nitisha
+2I can see this being very useful in cases where the playbook has many tasks. Deleting them individually one by one would be a major time waster.
+5This would be timesaver for managing CTAs and reduces confusion for new users
1 person likes this
Did this actually get implemented? I only see the ability to remove it before its saved, which isn’t particularly useful, and can’t seem to find anything about it in documentation that says otherwise.
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