Skip to main content

Deactivate Success Plan Types

  • February 13, 2019
  • 3 replies
  • 34 views
katie_b
Forum|alt.badge.img+3
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.

Katie Baker
    kendra_mcclanahan
    jean.nairon
    kevin

    3 replies

    sai_ram
    Forum|alt.badge.img+1
    • sai_ram
    • Expert ⭐️⭐️
    • February 14, 2019
    Hi Kate,

     

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

    Redirecting this to our product team.

     

    Keep posting!

    kevin
    heather_landgraf
    • heather_landgraf
    • Contributor ⭐️⭐️⭐️⭐️⭐️
    • March 19, 2019
    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!

    aditya_marla
    • aditya_marla
    • Helper ⭐️⭐️⭐️
    • April 25, 2019
    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

    Terms & ConditionsCookie settingsAccessibility statement