Skip to main content

Be able to associate a relationship to a success plan after the plan is created

  • May 2, 2022
  • 0 replies
  • 7 views

andreammelde
Forum|alt.badge.img+3

Right now, you cannot add a relationship to a success plan after it is created. This causes issues for CSMs who may have forgotten to add at the start, or we determine a different relationship needs to be created after a plan has started.

A CSM has to completely redo the plan, and you are unable to transfer any Objectives or Timeline entries.