Typically a SuccessPlay is used to target accounts that enter the Play based on defined criteria. However when you are defining a Play you may want the Play's tasks to fire even for accounts that currently match the criteria. To do that, check the checkbox shown below and when the SuccessPlay is activated it will also fire tasks on accounts that currently meet the criteria.
Note that this checkbox is not available while editing a SuccessPlay and is only available while creating a SuccessPlay.
Trigger SuccessPlays - Video Tutorial ⏯
Create and Configure SuccessPlays
Manually Run a SuccessPlay
Manage Workflow with Post Task Completion Actions
Create a Webhook to post messages to Slack
How do I target accounts that currently match criteria while creating a SuccessPlay?
Dynamic Task Assignment
SuccessPlay Overview
Editing, Disabling and Monitoring SuccessPlays
Streamline Account Information using Rapid Insight Forms
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