It would be great if Objective CTAs, Tasks, and Success plans could all be updated for due dates via the rules engine.
Currently, Objective CTAs are the only CTAs that cannot be updated.
Use case: We have our Success Plans all due on a specific date as a requirement. As a result, the inability to set a specific due date for CTAs and tasks can sometimes change the due date of the Success plans. We would like to be able to override this.
Having this ability in the rules engine would be beneficial.
However, just wanted to make sure you know there is a workaround you can use which involves API.
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
