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Ability to Change Active Success Plan Name

  • March 25, 2020
  • 2 replies
  • 38 views

kcsp
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Our team is wanting the ability to edit the name of a success plan once it’s been made active. Currently this is not possible.

2 replies

aditya_marla
  • Helper ⭐️⭐️⭐️
  • April 6, 2020

Hi @kcsp :

You can edit the name from the “Plan Info” section. We are working on improving the UX to make it easier. 


seth_schroeder
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  • Gainsight Employee ⭐️⭐️
  • July 27, 2021

Hello Everyone,

Happy to announce that your request has been considered and implemented in the Success Plan Horizon Analytics available in Gainsight NXT (Link). Success Plan Horizon Analytics has new capabilities making it easier to edit the Success Plan name from the “Plan Info” section.

Thanks for posting!