Do we have any plans to create associations between Success Plans within an account or group them within a folder structure? Potentially across Relationships?
Solved
Success Plan Grouping / Folder
+3Best answer by dan_ahrens
You can create this view/report using one of the example reports on this page.
Specifically you can build a report that shows the account, relationship name (if applicable), Success Plan name (which is clickable), and other details. See example below:
+2Hi Mike, can you share some details around the use case(s) you have in mind here?
+3Hi Dan,
Micro Focus has multiple CSM groups that could all work with the same customer but would have seperate Success Plans logged at the Relationship level. They would like to have a view where the SPs can be linked together or at least shown in a folder rather than toggling between the different Success Plans.
Hopefully this clears up the ask!
Thanks!
Mike
Micro Focus has multiple CSM groups that could all work with the same customer but would have seperate Success Plans logged at the Relationship level. They would like to have a view where the SPs can be linked together or at least shown in a folder rather than toggling between the different Success Plans.
Hopefully this clears up the ask!
Thanks!
Mike
+2So basically a view that shows all Success Plans for that Account including success plans created at the account or relationship level?
+3You got it!
+2You can create this view/report using one of the example reports on this page.
Specifically you can build a report that shows the account, relationship name (if applicable), Success Plan name (which is clickable), and other details. See example below:
VP of Customer Success at Forcepoint
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