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michael_parker_eec55f
Contributor ⭐️
April 14, 2015

Allow CTA due dates to be based on calendar days (not only business days)

  • April 14, 2015
  • 11 replies
  • 244 views
Gainsight can only set the "due date" for a CTA using business days. e.g. If the due date is "Rule Date + 30 days" it will add on 30 business days to the rule date, not 30 calendar days. This prevents me from creating CTAs where the true due date maps to an actual calendar date. For example, I thought an "easy win" to encourage adoption amongst our account managers would be to have a CTA fire 90 days before a renewal reminding them of the upcoming renewal, but this can't be done -- at least not with the proper "due date."

    11 replies

    tom_wix
    Contributor ⭐️⭐️⭐️⭐️⭐️
    August 4, 2015
    As a vote, we could use both.   We created all the CTAs assuming calendar days and then controlled the playbook tasks accordingly.   It would be nice to have the option for creating CTAs, either mark as calendar or business due date.