SuccessPlay Due Dates based off Attributes
Building in the ability to dynamically assign due dates of tasks in a Successplay based of an attribute associated with an account.
For a example tasks are due 90 days after an initial registration date; Totango automatically runs a Successplay based of criteria but looks at the registration date to schedule due dates of tasks.
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Hey Vijay. Thank you for reaching back out and thinking on this one! This is how some of our SuccessPlays are currently set up, it works, but the limitation arises when accounts are already 'in flight'.
We have a handful of accounts that we registered before creating our SuccessPlays. When the SuccessPlay ran it generated the tasks but not with the appropriate due dates (everything was 90 days out from the date we enabled). The team had to manually adjust due dates on those 'in flight' accounts.
I think there are other scenarios this enhancement could be beneficial; renewals for example which is currently a big focus for us.
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