Use case: We are running a lot of programs where the customer’s call to action is to set a meeting with the AM or CSM. Currently, this relies on either the AM/CSM telling us the meeting has been scheduled/completed OR setting up a ton of conditional waits. There are also other instances where we might be sending low usage emails, and want to remove a participant once their usage improves. Again, this can be done, but results in a lot of conditional waits.
Idea: Similar to how you can add an exclusion list, what if you had a section in the Participant Details page that you could tell it when to knock someone off. Similar to the Calculated Fields section where you could select the criteria, and then, direct an action to happen.
Example: I want to remove a participant if a certain type of Timeline activity is posted, so I would select the Activity Timeline object, and then, set up my filters accordingly to look for a new activity of that type, and then, once that happened, the participants for that company would automatically be knocked off.
