Ability to Create a Task Off a Touchpoint

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Ryan Lehman

• October 13, 2021 16:18
• Edited

Hi Team,

One of our CSMs surfaced what seems like a great idea to help from an efficiency standpoint when logging touchpoints and creating tasks. As of today, a CSM can create a task off of a task generated by a SuccessPlay (when completing the task, at the very bottom under the 'Follow-Up Actions' section). It would be great to have a similar section for CSMs when logging a Touchpoint so that they could quickly create a Task for themselves within the same view. Happy to share more detail here if needed, but this would definitely help streamline / better intertwine these activities that CSMs are commonly doing.

Thanks!

Ryan

6

• 

  Luke Johnson

  • October 13, 2021 16:41

  I have many CSRs who self-assign tasks already. They tend to do this manually after a recurring call. Working this into the touchpoint process would be great!

  -Luke

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