We have a need to collaborate on Success Plans were multiple users are completing work and want visibility into the progress against CTAs and Timeline Activities. Those Timeline Activities should be visible on multiple Relationships / Companies, but according to ticket 308212, if a Timeline activity is created on the Success Plan, it can only be associated to CTAs by design. Please address this product gap.
New Idea
Allow associate to Relationship/Company in Timeline for Success Plan Activities
+13
We also have this issue. When our CSMs create a timeline activity, they want to associate to the Success Plan rather than the individual CTA. Can there be an update to the Associated Records to link to Success Plans directly when logging an activity?
+2We have this same use case. They would like the ability to associate a success plan to multiple solutions on the account.
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