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Contributor ⭐️⭐️
June 8, 2020

Ability to move a Success Plan back to Draft Status

  • June 8, 2020
  • 2 replies
  • 51 views

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 

    2 replies

    aditya_marla
    Helper ⭐️⭐️⭐️
    October 12, 2020

    Hi @phartnett :

    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

    sai_ram
    Expert ⭐️⭐️
    December 24, 2020

    @phartnett did you get a chance to view the comments here?