Automatically close CTA is no longer needed
I'm new to Gainsight and need to automatically close a CTA if a that CTA/Task are no longer needed before the agent closes that CTA/Task
+3
Mendy -
Welcome to Gainsight. Have you looked into the Rules Engine action for "Close CTA"? https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/11_Creating_and_Closing_CTAs_from_Rules_Engine#Closing_CTAs_from_Rules_Engine
What is the criteria you would use to determine if the CTA should be closed?
Welcome to Gainsight. Have you looked into the Rules Engine action for "Close CTA"? https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/11_Creating_and_Closing_CTAs_from_Rules_Engine#Closing_CTAs_from_Rules_Engine
What is the criteria you would use to determine if the CTA should be closed?
I have a CTA created if a document is 3 days from expiring. I need to close that CTA if the document gets signed between the CTA creation and the user closing the CTA
Userlevel 7
+1
Hi Mendy, This is interesting and I am interested in understanding the requirement in detail and solve. Would you be able to show this to me in a live meeting from you instance. If yes, please let me know and I will reach out to you via email.
Hi! Sorry it took a while to respond to you. I can walk/talk you though my need
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