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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
May 17, 2016

Success Plans Tracking Date of Status Changes

  • May 17, 2016
  • 4 replies
  • 50 views
Now that you can generate Success Plans via the Rules Engine, we're using that functionality to add Success Plans for our CSMs as a Draft, and then, asking them to customize and make it active. Currently, I don't think there's a way to tell the difference between when a plan was created versus when it was made active. It would great to have this so that we could report off of how long it's taking our teams to complete the building of the plan and make it active.

    4 replies

    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    May 17, 2016
    It would also be good to be able to see when a plan moved from Active to Closed as well.
    nitisha_rathi
    Expert ⭐️⭐️
    May 18, 2016
    Hi Heather,

    Thanks for the post. This totally makes sense. I am adding this in the roadmap.

    Thanks,
    Nitisha
    nitisha_rathi
    Expert ⭐️⭐️
    August 25, 2016
    Hi,

    This is available now. We have added 'Active Date' and 'Closed Date' in CTA Group object and these fields will capture dates on which plan was activated and closed respectively.

    Thanks,
    Nitisha
    heather_hansen
    VIP ⭐️⭐️⭐️⭐️⭐️
    August 29, 2016
    Great! Thanks, Nitisha!