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CTA Completion

  • 30 January 2024
  • 4 replies
  • 33 views

Hi Folks - New to Gainsight and am just transitioning the team over. I have a very basic question, and I am not sure of the answer. 

 

If all the tasks associated to a CTA are completed, does the CTA compelte automatically or do they have to complete to CTA also? 

Thanks for you help!

 

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Best answer by romihache 31 January 2024, 09:44

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Userlevel 5
Badge +5

Hi @LaurieG_PS 

The status of the CTA has to be manually updated, even if all the tasks are closed. 
Closing all the tasks doesn’t translate to a CTA Status as they can have a different outcome. For example, if I completed all the tasks but with an unsuccessful result the CTA should have a Closed Lost status instead of a Closed Won status.

Please look at this test for reference, I created a CTA for myself with two tasks and closed them but the CTA status is still new.
I hope this helps!

 




 

Userlevel 5
Badge +3

Simple explanations are the best explanations! Great walkthrough!

Thank you so much! That explanation and walk through was perfect!

 

Userlevel 5
Badge +5

Happy to help @LaurieG_PS 😊

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