Close or cancel a success initiative

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • You can close or cancel a success initiative and all the related tasks.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
    2. Navigate to the Customer Success > All Initiatives and open the success initiatives you want to cancel.
    3. Select the Record details to view the success initiative form.
    4. Depending on your requirement, change the State to Canceled or Closed.
      The Closure code is automatically updated to reflect the State change.
    5. Ensure that all the required fields are filled out and select Save.
    6. Select Yes in the confirmation window to continue.
      The success initiative along with all associated child tasks will be canceled or closed and the Progress is set to Finished.
      Hinweis:
      Before you close a success initiative, you must close or cancel all the associated child tasks. If an associated child task is still open, a warning message is displayed. You must first close or cancel the child tasks and then proceed with closing the success initiative.