Ability to make automatic adjustments to attributes without having to set a task in the SuccessPlay.

Answered

Jack Weston

• November 13, 2020 14:20

Hi,

It would be great if we were able to set up a SuccessPlay to run without a task but which, when triggered, will automatically adjust attributes to a new value. A use case may be when an account moves to a new lifecycle stage, this triggers other attributes to adjust automatically to reflect this change. This would save us from needing to set tasks for our CSMs to just "mark this task as complete". 

Thank you!

1

• 

  Vijay

  • November 13, 2020 19:30

  Jack thanks for posting this. This should be available in a month or sooner. 

  Cheers

  Vijay

  0

  Comment actions Permalink
• 

  Thomas Favre-Bulle

  • November 17, 2020 10:57

  Yes, more automation is great.

  0

  Comment actions Permalink
• 

  Product Team

  • December 15, 2020 21:05

  We just released this feature this past weekend! Do tell us what you think!

  0

  Comment actions Permalink

Please sign in to leave a comment.