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Allow Objective CTA to be associate with Customer Goals

  • August 17, 2023
  • 1 reply
  • 48 views

andorfuhrer
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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
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  • Gainsight Employee ⭐️
  • August 18, 2023
Idea merged into:

All the votes from this idea have been transferred.