I am currently setting up some rules to help manage our churn process and want to create a rule which creates a Churn CTA when the customer doesn't renew.
The process would look like: Renewal CTA created > Renewal CTA Closed Lost > Churn CTA Created.
When the customer confirms that they will not renew we populate their Renewal Date to a field called Churn Date.
When creating the Churn CTA I want to be able to set the CTA Due Date to the Churn Date. The issue is that it's only possible to set the CTA due date to the Run Date +X Days.
The create CTA action would be way more flexible and valuable if we had the following options for the CTA due date:
- Actual date based on a field (e.g. Churn Date)
- Actual date based on a field + X days (e.g. Churn Date + 5 Days)
- Run date plus X days (Already possible)
+1 for actual date based on a field - use case: have an objective task be dated based on renewal date, not objective create date.
This is a popular request, but spread over a number of posts here.
All the votes have been transferred into this idea.
All the votes have been transferred into this idea.
All the votes have been transferred into this idea.
This is a popular request, but spread over a number of posts here.
Done - will be migrated in it’s consolidated form
Any updates on this or potential solutions? I have this exact use case as well.
I need to run a one time bulk CTA creation from the Rules Engine but I would need the CTA Due Date = Renewal Date (+ or - x months) based on the Renewal Date field found on the Company object.
Currently my only options are Run Date ± or - and that’s not cutting it.