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Should be able to exclude churned accounts from all critical operations e.g. Create CTAs, Success Plans, Activities and Setting Scores

  • December 2, 2024
  • 0 replies
  • 8 views

kgodisela
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We have a requirement from a customer, they want to exclude all churned accounts while creating CTAs, Success Plans, Activities and Setting Scores through Rules or Manually.

There should be a Feature ( can be enabled or disabled as required ) which can mask Churned accounts while performing the above operations. 

From data perspective too, this would be best as it would eliminate storing unnecessary data and customer gets more accurate visualisation and insights.