Ability to Create a Task Off a Touchpoint
AvailableHi 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
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