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Hi

Success Plans - Are there any plans for to enable the Collaboration tab when sharing SP with others? 

Our use case is as follows: 

Our CSMs create a number of key account plans in Excel/Powerpoint. Due to the the  template format/sharing these with customers, we won’t be able to fully transfer them to Success Plans (ie. make full use of the objectives/timeline functionality.) Yet with the number of CSMs/accounts, we need our managers to be able to track whether these plans exist, last modified date and view the attachments.

Currently we use Success Plans of a specific type and ask CSMs to attach a latest copy of their template to the Collaboration area, and then share the plan with their manager. Managers however cannot see the attachments via the share link, only when they enter the plan directly. With excess of 50 accounts per manager, it would be so much easier for them to use the existing functionality of sharing SPs and then having the ability to download an attachment directly from the share view.

 

Thanks 

Katerina 

Hi Katerina,

 

Thanks a lot for sharing the idea. In NXT we have replaces the collaboration tab with Timeline and we have plans of exposing this timeline (and CTA timeline) when shared externally to customers. Quick question: in your use-case do you want customers only to view updates or even be able to post new updates/comment on existing updates?

@katerina_nemcova changed this to idea.

Thanks for the quick reply. We actually have the SFDC version - will  this be available too or is it just NXG?

For customers being able to comment on existing logs would be useful indeed - great idea. 

Hi @katerina_nemcova :

The current plan is that these enhancements would be available only on NXT edition.

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