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andorfuhrer
Helper ⭐️
August 17, 2023

Allow Objective CTA to be associate with Customer Goals

Can we have individual Objective CTAs associated with specific customer goals?

We are using Success Plans to track our customer goals - for our enterprise customers; they will most likely have 2+ goals that CSMs will work towards a path of ROI.  
With the current configuration, CSMs can only associate the entire success plan to a goal, and not individual CTAs.  Unfortunately that causes some attainment tracking issues since goal tracking is tracked on the overall success plan and not the individual objectives tied to the goal.  

I know that we can technically create individual success plans for each goal, but that seems unnecessary and causes more work 

 

1 reply

mpatra
Helper ⭐️
August 18, 2023
Idea merged into:

All the votes from this idea have been transferred.
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Monica Patra | Senior Product Manager| Gainsight