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sagan_sherlin
Helper ⭐️⭐️
July 11, 2022
Question

Rules Engine to close Success Plans?

  • July 11, 2022
  • 11 replies
  • 469 views

Is it on the roadmap to give the option to close Success Plans/Tasks via the Rules Engine?  I understand there is the option with Mass Edit.  But there are times when it would be easier to have a Rule that looks for X and closes those items out.  Rather than relying on an Admin to check every so often.

If this is already out there, could someone provide the document? =)

Thanks!

 

11 replies

Contributor ⭐️
May 16, 2024

Has there been any update specifically on closing CTA tasks through rules engine? I know you can close entire success plans and call to action types, but not child tasks.