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kelsi
Contributor ⭐️⭐️⭐️
January 12, 2017

Add additional layer for "Close CTA" function

  • January 12, 2017
  • 2 replies
  • 41 views
We have a use case
where we're wanting to close CTAs based on when users log back into the system.
The original CTA opens when a user has not logged in to our system for 45+ days.
What we would like to do is basically reverse the criteria for another rule
that would automatically close the existing CTA once a user logs back in to the
system so the CSM knows the risk has organically been resolved. 

    2 replies

    ben
    Helper ⭐️⭐️⭐️
    January 13, 2017
    Our company doesn't have this level of product reporting yet, but if/when we do, this would be a great feature. It would keep focus and efficiency up given high workloads for CSMs. Thanks!
    -Ben
    sundar
    Expert ⭐️
    February 26, 2017
    With 5.5 release you can close the CTA using CTA ID. This essentially means that you can have a close CTA action based on CallToAction object and have the date criteria to close out the CTA's