Is there a way to link a standalone Objective CTA to a Success Plan? We have a CSM who created a standalone CTA to track a certain project and now wants the CTA to be nested inside a larger Success Plan. I’ve tried pulling the CTA record up in Data Management and couldn’t edit the Success Plan field. I also tried adding the SP ID in CTA layout and didn’t let me edit here either.
Solved
Linking existing CTA to Success Plan
Best answer by jason_metzler
Once a CTA has been created you can’t link it to a success plan retroactively. You’ll have to create a copy of it in the success plan. You could use the Associated Records to link any Timeline activities to the new CTA, and close out the old one.
+2Once a CTA has been created you can’t link it to a success plan retroactively. You’ll have to create a copy of it in the success plan. You could use the Associated Records to link any Timeline activities to the new CTA, and close out the old one.
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