Skip to main content
lane_h
lane_h
Helper ⭐️
February 12, 2016

Viewing Completed Success Plans

  • February 12, 2016
  • 1 reply
  • 31 views
When a success plan is completed, it becomes grayed out. Because of this, our CSMs aren't able to review what was covered in a success plan. It creates a hinderance when we are training CSMs on how to use specific success plans or show best practices.

It is also difficult if a customer is ever transitioned to a new CSM. The new CSM would have to re-enable the success plan to read what happened.

Would it be possible to just move the Success Plan to completed but still have everything viewable?

      1 reply

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      February 15, 2016
      Hi Lane,

      Thanks for the post. We wanted to discourage editing the plan once it is completed, thats why the completed plans are grayed out. 
      But I agree that we can improve the readability of a completed plan. We will definitely improve it soon. 

      Thanks,
      Nitisha
        Terms & ConditionsAccessibility statement