At this time, the Rules Engine will not allow users to close Relationship CTAs that meet certain criteria, in the same way that we can close Account CTAs.
Our customers would love to be able to schedule CTA deletion rules in their environment.
Thanks!
Closing Relationship CTAs With the Rules Engine
CS Rules & Permissions
Page 1 / 1
Ideally, we would like to close CTAs via a rule rather than delete!
Close CTA action for Relationships is available as part of 5.5 release
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.