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john_apple
john_apple
Expert ⭐️
December 16, 2019

Allow additional Success Plan Status Names

  • December 16, 2019
  • 3 replies
  • 45 views

For Success Plans - we only have the options of Draft, Active, and Closed. We would like to have an additional status to reflect Success Plans that were started by have since be made inactive or dropped. Marking as Closed gets combined with actually completed Success Plans and marking as Draft is not reflective of the work done.

    3 replies

    aditya_marla
    aditya_marla
    Helper ⭐️⭐️⭐️
    December 23, 2019

    Hi @john_apple ,

     

    Thanks for sharing this. Would you be able to share examples of some status you would want for a success plan? (Also do you need them to vary based on the SP type?)

    john_apple
    john_appleAuthor
    Expert ⭐️
    December 23, 2019

    I think we’d like to have something similar to the CTA statuses: No Response, No Action Taken, or Suspended. These would be global to be available for all Success Plans.

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      December 30, 2019

      @john_apple Thanks for posting it here,  we have it on our road-map, I will update you here once we consider it for release. 

      Happy posting!

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