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Hello,



Can we have the feasibility added in our Product road-map to change the Success- Plan type if someone mistakenly created it, so that it doen't impact the reporting and objectives at the same time ensuring less manual effort.



Thanks



~Shiv


Hi Shiv,



 



Thanks for sharing this. Is the need, ability to change the type of a Success Plan after it has been created? If so, does it happen very often? Change the type of a SP after it has been created has some challenges, since there are other things dependent on the type such as Template , Objective category


Hello Everyone!

Happy to announce that your request has been considered and included as part of the v6.12 release. Gainsight now enables Admins to perform mass edit actions on Success Plans, including Reassign Ownership and Delete Success Plans in bulk.

You can find the relevant information in our article. 

This feature is implemented only in the NXT version.

Thanks for posting!

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