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New Idea

Ability to Move Success Plans from the C360 to the R360

Related products:CS Success Plans & Customer Goals
  • devin_churchill
    devin_churchill
  • rrobinson
    rrobinson
  • lwackertn
  • ndollimo_bt

  • Contributor ⭐️⭐️
  • 6 replies

Is it possible to create an enhancement that would allow users to move their Success Plans between the C360 and R360? Our accounts have a few different Relationships, and each relationship is managed by a different team. Sometimes a CSM creates a new Success Plan in the C360 page, instead of their own R360 page, and then they need to delete it from the C360 and recreate everything in the correct R360 page. It would be helpful to have the ability to move the SP plan between those pages, is that possible?

 

Thank you!

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