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!
Best answer by romihache
Hi
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!
+9Hi
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!
+7Simple explanations are the best explanations! Great walkthrough!
+9Happy to help
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