Allow success plays to automatically mark tasks complete?

Luke Johnson

• February 03, 2022 16:50

We have our CSRs work each renewal through this process: https://capture.dropbox.com/A9AoO4N7Xtowy3GZ?src=ss

When they move a renewal from one status to another, a task is automatically created. 

There are times when a CSR will have a reason to change the renewal status while looking at a segment or some other spot where marking the task complete *and* changing the status is not super easy/ quick. 

In such cases, I'd love there to be a success play option to "Mark previous tasks complete" or something like that. As best I can tell, there is nothing close to that now: https://capture.dropbox.com/Ho9HtArTmL7hSHoZ?src=ss

Any chance of adding a new SuccessPlay option?

3

• Official comment

  

  Ravit Danino

  • February 28, 2022 16:22

  Thank you Luke.

  Later this year we are looking to work on the SuccessPlay automation and this will be looked at. 

  Comment actions Permalink
• 

  Scott Stanislav

  • February 28, 2022 16:34

  SO happy to see the responsiveness from Totango in this forum! I will second this request as it would clear out a lot of clutter in our CSRs task lists and any new feature that makes their lives easier/more automated makes this platform even more sticky for them. This would be a HUGE one!

  0

  Comment actions Permalink

Please sign in to leave a comment.