Success Plans: Draft to Active
+14Would be great if the Draft to Active was more intuitive. We're currently piloting with our teams, and we've run into some problems where users think the plan is active and it's still in draft. Maybe when you go to add objectives, pop up a box reminding you that your plan is still in Draft and in order for the objectives to appear in your cockpit, you need to make it active?
+1Thanks for posting this Heather. Very valid point on the experience with activating success plans.
Hi,
Update: This enhancement is available now. A reminder message will be displayed if objectives are added when plan status = draft.
Thanks,
Nitisha
Update: This enhancement is available now. A reminder message will be displayed if objectives are added when plan status = draft.
Thanks,
Nitisha
+14Great! Thanks, Nitisha!
@Nitisha, why does my Success Plan status now allow me to select Draft? It is Greyed out.
Hi Leah,
The assumption is that once the plan is finalised and activated and CSMs have started working on it, it should not go back to draft stage. That is why we disable going back to draft status once the plan has been activated. Is this assumption not true for your use-case?
Thanks,
Nitisha
The assumption is that once the plan is finalised and activated and CSMs have started working on it, it should not go back to draft stage. That is why we disable going back to draft status once the plan has been activated. Is this assumption not true for your use-case?
Thanks,
Nitisha
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.