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New Idea

Make Success Plans Linkable from the Cockpit and CTAs

Related products:CS Cockpit & Playbooks
  • December 14, 2022
  • 0 replies
  • 16 views
  • brooketut7
  • CurtisValentine
    CurtisValentine

pope1chase

We currently can add the Success Plan name (if assigned) to the list view of the cockpit as a text field. The suggestion is to make this a linkable field that takes the user directly to the success plan if clicked from the cockpit list view. 

The second suggestion is to add a field on the CTA that references the success plan (if there is one) and has the same action.

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