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mendy_peugh
mendy_peugh
Contributor ⭐️⭐️
July 10, 2017
Question

Automatically close CTA is no longer needed

  • July 10, 2017
  • 4 replies
  • 97 views
I'm new to Gainsight and need to automatically close a CTA if a that CTA/Task are no longer needed before the agent closes that CTA/Task

    4 replies

    dstokowski
    dstokowski
    Gainsight Employee ⭐️⭐️
    July 10, 2017
    Mendy -
    Welcome to Gainsight.  Have you looked into the Rules Engine action for "Close CTA"?  https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/11_Creating_and_Closing_CTAs_from_Rules_Engine#Closing_CTAs_from_Rules_Engine

    What is the criteria you would use to determine if the CTA should be closed?
    mendy_peugh
    mendy_peughAuthor
    Contributor ⭐️⭐️
    July 10, 2017
    I have a CTA created if a document is 3 days from expiring.  I need to close that CTA if the document gets signed between the CTA creation and the user closing the CTA
    sai_ram
    sai_ram
    Expert ⭐️⭐️
    July 12, 2017
    Hi Mendy, This is interesting and I am interested in understanding the requirement in detail and solve. Would you be able to show this to me in a live meeting from you instance. If yes, please let me know and I will reach out to you via email. 
    mendy_peugh
    mendy_peughAuthor
    Contributor ⭐️⭐️
    July 19, 2017
    Hi!  Sorry it took a while to respond to you.   I can walk/talk you though my need
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