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nicksikoutris
nicksikoutris
Contributor ⭐️
July 25, 2019

Increasing Success Plan adoption - editing 360 top tabs

  • July 25, 2019
  • 2 replies
  • 31 views



One area of to update that I think would increase the adoption of 360 features, particularly success plans, would be to be able to customize the top navigation tabs in the 360 view when you open to a customer. Currently in order to dirve adoption or tag an entry to a success objective the user has to go into the plan, find the objective , and post to time line from there. Those additional steps I think hinder strong adoption. See screen shot

      2 replies

      nicksikoutris
      nicksikoutrisAuthor
      Contributor ⭐️
      July 25, 2019
      Another option is to be able to control a default page that the user elects when they open a customer in the 360 view. Instead of opening to the details > summary tab, being able to open right to any of the side navigation features.

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        October 28, 2019

        @nicksikoutris Thanks for sharing your idea. I have shared this with our product team, will let you know once I get an update from them.

        Happy posting!

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