Contributor ⭐️⭐️⭐️

Success Plan Template: Dynamically assign Objective Owner

19 replies
167 views
Translate All

I'm very happy to see that you can now create a Success Plan template! However, I'm finding a very important feature is missing - allowing an objective to dynamically be assigned based on a lookup value. Instead, it only allows me to assign an objective to a single User, and if the template gets assigned to any account the CSM will need to go in and reassign each objective.

It would be great if we could dynamically assign based on a lookup value -- like I do with CTA's for my CSMs, TAMs and Executives.

Show previous replies

heather_hansen

VIP ⭐️⭐️⭐️⭐️⭐️

Sorry! I figured out how to make it default to the Success Rep. 🙂 Forgive my ignorance.

Translate

nitisha_rathi

Expert ⭐️⭐️

No problem Heather. Please let me know if you need any other clarifications. Thanks!

Translate

ellenoangieslistcom

Contributor ⭐️⭐️⭐️⭐️⭐️

I was just asked about the ability to change the owner of all objectives at once (like how to CTA tasks work now). Is this on the roadmap?

Translate

nitisha_rathi

Expert ⭐️⭐️

Hi Ellen,

Thanks for the post. This is in our roadmap. ETA to be decided.

Thanks,
Nitisha

Translate

faust_belarmino

Helper ⭐️⭐️

Heather and Nitisha - I'm not able to find/figure out hos to dynamically assign the Objective owner to the Success Plan owner. How is this done?? 🙂

Translate

heather_hansen

VIP ⭐️⭐️⭐️⭐️⭐️

Hi Faust,

When you are in the Success Plan templates and creating objectives, it should be at the top of the objective box. When the search pops up, you can just search for the field you want to include as the assigned. In my case, it's Success Rep. Hope that helps.