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Contributor ⭐️
April 24, 2025
New Idea

Ability to copy existing CTAs and Task to a Success Plan

Related products:CS Success Plans & Customer Goals
  • April 24, 2025
  • 1 reply
  • 62 views

As of now, I have all of my CTAs and Tasks assigned to the cockpit of the account. 

What I’m trying to do is move all of those to a Success Plan. According, to your support team it is only possible to add them by manually recreating them. 

This is way too slow of a process as my team and I have been using this tool for ~6 months now. Copying these manually would take a couple days 

Therefore, I’m requesting the ability to be able to import an exported CTA or Task export to a success plan. 

Alternatively, if you extend the ability to use the existing filters on the Success Plans to pull data from the cockpit of the account that would also work as well. 

For my team and I this is the highest priority item we have open currently, so if there’s room in the backlog please help :) 

 

1 reply

Jabittan
Helper ⭐️
May 7, 2025

This would be very helpful for us as well. We have steps in our processes where a CTA should be manually created and associated with a Success Plan, but occasionally CTAs are created in Cockpit directly and therefore are not associated with a Success Plan. It would be nice if we could create a rule to move CTAs when this happened or associate them manually.