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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
November 12, 2015

Success Plans: Draft to Active

  • November 12, 2015
  • 5 replies
  • 77 views
Would 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?

      5 replies

      sidhu
      Gainsight Employee ⭐️
      sidhu
      Gainsight Employee ⭐️
      November 15, 2015
      Thanks for posting this Heather. Very valid point on the experience with activating success plans. 
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      February 19, 2016
      Hi,

      Update: This enhancement is available now. A reminder message will be displayed if objectives are added when plan status = draft.

      Thanks,
      Nitisha
        heather_hansen
        heather_hansenAuthor
        VIP ⭐️⭐️⭐️⭐️⭐️
        February 22, 2016
        Great! Thanks, Nitisha!
        leah_h
        leah_h
        Contributor ⭐️⭐️
        July 27, 2017
        @Nitisha, why does my Success Plan status now allow me to select Draft? It is Greyed out. 
        nitisha_rathi
        nitisha_rathi
        Expert ⭐️⭐️
        August 21, 2017
        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
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