Closing CTAs through Rules
I know this was posted customer facing, but wanted to expand internally.
This is becoming a more frequent request. We really don't seem to have any way to close CTAs at a more discrete level than Customer & Reason. Meaning I need to create unique reason codes for any CTAs I may want to close through automation.
We really only need an update on the CTA table.
Could we leverage the "create CTA" UI and once we change the radial button to close, the same function happens with update rather than upsert?
So then I could use up to 5 criteria to "update"/close CTA's?
Would really expand automation we can do, and take out some of the busy work for CSM's.
This is becoming a more frequent request. We really don't seem to have any way to close CTAs at a more discrete level than Customer & Reason. Meaning I need to create unique reason codes for any CTAs I may want to close through automation.
We really only need an update on the CTA table.
Could we leverage the "create CTA" UI and once we change the radial button to close, the same function happens with update rather than upsert?
So then I could use up to 5 criteria to "update"/close CTA's?
Would really expand automation we can do, and take out some of the busy work for CSM's.