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
View original
+5
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!
+4
Simple explanations are the best explanations! Great walkthrough!
Thank you so much! That explanation and walk through was perfect!
+5
Happy to help
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
