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meenal_shukla
Gainsight Employee ⭐️⭐️
November 27, 2018
Question

The CSMs want the CTA status to move to 'Work in Progress' when the first playbook task is completed.

  • November 27, 2018
  • 5 replies
  • 127 views
What's the best way to accomplish that? Is there an OOB functionality/setting they should be using?

5 replies

darkknight
Expert ⭐️
November 27, 2018
Unfortunately I don't believe there is a way to do what you're asking. They would have to manually change the CTA status to Work in Progress. This would be an enhancement request.

Jeff Kirkpatrick
joel_peasley_285d9f
Contributor ⭐️⭐️
November 27, 2018
This is something I have been asking for without much success.

https://community.gainsight.com/conversations/syncing-cta-status-in-progress-with-task-status-5bc73e16e4b04588aaf86895

srinivasa_pulagam
Helper ⭐️⭐️
November 28, 2018
Hi,

We don't have any built in functionality to do this currently. But, if you want to achieve this using Salesforce process builder, I have attached a video on how to do this .



meenal_shukla
Gainsight Employee ⭐️⭐️
November 28, 2018
Awesome Srinivasa! Lila Meyer and the docs team, can we have a support article to do this currently with the process builder with the video that Srinivasa added?

Outplay. Outwit. Outlast.
darkknight
Expert ⭐️
February 22, 2019
This is most definitely not a solution. Just a workaround.

Jeff Kirkpatrick