As the title states, I’d love to be able to use User Groups to assign Success Plans in a Rules Engine.
Our current process is to generate a score based on the number of open Success Plans per user and then assign the next Success Plan to the user with the lowest score, but as you can imagine this is quite the lift. Having the ability to use a User Group for Success Plans would make administrating this type of round-robin so much easier.
Are there any plans to include User Groups when assigning Success Plans?
Cheers