We have instances where a CSM has made a success plan active ststus and is then looking to move it back to draft do to a customer change. Currently there is not the ability to move a success plan from active back to draft, so a CSM will have to delete the plan and recreate it to get it into Draft status
Ability to move a Success Plan back to Draft Status
Hi
Thanks for sharing this. We are working on redesigning Success Plan in our NXT edition & we plan to give this ability as well. We are also going to give admins the ability to create new custom SP Status as well….would that be helpful for your use-case?
Regards
+1Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.