Close or cancel a success initiative

---
title: Close or cancel a success initiative
description: You can close or cancel a success initiative and all the related tasks.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/acct-lifecycle-events/account-lifecycle-cancel-success-initiative.html
release: brazil
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage engagements, Customer success, Use, Customer Success Management]
---

# Close or cancel a success initiative

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

## Before you begin

Role required: admin

## Procedure

1.  Navigate to **Workspace** > **CRM 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**.

    **Note:** 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.


**Parent Topic:**[Manage engagements](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/acct-lifecycle-events/account-lifecycle-manage-engage.md)