Hi Gainsight, when creating a CTA or Applying a Playbook to a CTA, it would be helpful if Admins had the option to configure a default Closed Status to apply when all tasks are completed. This would save our CSMs save a few moments and the grief of having to go back and close a CTA that they forgot to close when completing the final task.
New Idea
Add option to close CTA when all task are complete
+12Hi
If you don’t want to make mistakes, don’t do anything. If you want to learn, ask questions and make mistakes, except in construction because they’re the most expensive part of building.
1 person likes this
+8I remember my colleagues struggling with this, so you’ve my vote :)
1 person likes this
+6Idea merged into:
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