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New Idea

Ability to remove mapped playbook from Success Plan template CTA

Related products:CS Success Plans & Customer Goals
  • alizee
    alizee
  • anirbandutta
    anirbandutta
  • KatLeong
    KatLeong
  • revathimenon
    revathimenon
  • SharonSalve

sarahmiracle

Once a playbook has been mapped to a task, there is no way to unmap it. An admin’s only options are to 1) replace the playbook with an existing one or 2) delete the task completely and re-create it without a playbook mapped to it.

Please add the ability to unmap an already mapped playbook. This is just a big miss on basic user experience for the new Success Plan template editor.

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