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Closing Relationship CTAs With the Rules Engine

  • January 26, 2017
  • 2 replies
  • 23 views

logan_t
  • Contributor ⭐️⭐️⭐️
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!

2 replies

  • January 26, 2017
Ideally, we would like to close CTAs via a rule rather than delete!

gayathri_n
  • Helper ⭐️
  • February 7, 2017
Close CTA action for Relationships is available as part of 5.5 release