Closing Relationship CTAs With the Rules Engine
CS Rules & Permissions
At this time, the Rules Engine will not allow users to close Relationship CTAs that meet certain criteria, in the same way that we can close Account CTAs.
Our customers would love to be able to schedule CTA deletion rules in their environment.
Thanks!
Our customers would love to be able to schedule CTA deletion rules in their environment.
Thanks!
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Ideally, we would like to close CTAs via a rule rather than delete!
Close CTA action for Relationships is available as part of 5.5 release
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