A CTA is a call to action that is tied to a customer and appears in a TAM's cockpit, as well as the account cockpit. CTAs can be created manually at any time, but some will automatically be created for you based on certain events or data.
To create a new CTA, go to your cockpit and click "+ CTA", then fill out the appropriate information. If a CTA will consist of multiple tasks over a period of time, click CTA after saving it, then click the three dots on the top right of the new right sidebar, and click "Add Task". You can add as many as needed and track your progress in the milestone section.
Watch a quick video on Gainsight CTAs to learn how to use them, best practices, and tricks.
There are 5 "types" of CTAs, which will have different corresponding playbooks, so if you're looking for a particular playbook be sure to select the appropriate type. See below for each type and the corresponding playbooks for that type.
If the CTA you're opening does not fall into one of the playbook categories, choose the type that makes the most sense. If it's a common CTA, suggest creating a playbook for the it by opening an issue.
CTA statuses are defined below: