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I would like to see the ability to 'deactivate' a Success Plan Type. I understand we need to keep them for reporting purposes but want to make sure CSMs aren't selecting deactivated types for future success plans they are creating. It would also avoid confusion if they will be applying a template specific to a success plan type. We're currently naming them 'OLD...' etc. but that looks a little tacky and would still get cluttered as we adjust and change our success plan types.

Hi Kate,

 

Thanks for bringing this up, its a valid use-case. 

Redirecting this to our product team.

 

Keep posting!

We need this too. Have new types we want them to use but cannot do anything with the old ones since they are attached to plans already. Another item to add is the ability to change the order in the list of types - right now it seems it is based on when created. We would want some at the top of the list, some at the bottom but cannot do that today. or if we can, please tell me how!

Hi ,

We have capability available in Gainsight NXT. NXT is the next evolution of the Gainsight platform that will offer exciting new capabilities for Gainsight customers. To learn more about NXT, talk to your Gainsight COM or check out this Community Post: https://community.gainsight.com/conversations/introducing-gainsight-nxt-edition-5c7da5b1e4b0592f4b8a96ad

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