We plan to use Customer Goals in 2023. We have a number of ‘existing’ records that we’d like to recreate en masse as new Goals once we enable the feature.
Is it possible to create a Goal record via Rules Engine? Or is the only option to have reps manually create the goal, via Goal Library or via manual entry?
Thx.
JJ
+8Currently it’s manual only. Myself and others stressed the need of a Rules action for this in the beta. I believe it is on the roadmap, and will likely first be API creatable and then with rules only after Horizonized rules is available (so, likely not until Q3 next year at the earliest if I had to guess).
Thanks
+3+
JJ
+3+8Create and Update are slated for the next release in a couple weeks
+3
+3
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