I am attempting to create a customer goal to prep to show a POC to our team, but when I attempt to create a test associated with a Relationship, the option does not exist from the creation in the C360, yet I have “relationship” as a field in the layout.
Ideally, a CSM would be able to create a customer goal from the C360 and associate to a relationship in the same step (as you can do with Success Plans). Otherwise, a CSM has to go to a R360 to create a goal to associate. This is an unnecessary step and create confusion bc the CSM has to go to multiple places to create a Goal.
We are looking to move off of Objectives under Success Plans to a simplified Customer Goals, but I am running into so many “simplifications” that I am not sure I can recommend the function…..
Customer Goal Layout Builder:
Customer Goal Create Screen:
For comparison, the create screen of a success plan:
