Assign Success Plan Objectives based on On-Boarding Contacts


I have a customer who would like to be able to automatically assign Objectives within a Success Plan based on (in this instance) people who are listed as on-boarding contacts in the Plan Info section. The end goal would that instead of every objective being assigned to the plan owner, there could be objectives that would be set to “solutions architect”  or “solutions consultant” and the names would be populated based on those fields from Plan Info. 

 

 


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