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HollySimmons
Helper ⭐️
September 15, 2026
New Idea

Allow creation of Goals when on Success Plan

Related products:CS Success Plans & Customer Goals
  • September 15, 2026
  • 0 replies
  • 4 views

We can associate existing goals to a Success Plan, but we would like end-users to be able to create a goal when looking at the Success Plan - this just helps with the flow rather than having to head to the Goals tab first.