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mobrien14
Helper ⭐️
December 4, 2025
New Idea

Allow users to bulk associate CTAs of different types to SPs

Related products:CS Success Plans & Customer Goals
  • December 4, 2025
  • 0 replies
  • 33 views

While troubleshooting a question from one of our CSMs, Gainsight Support informed us that users cannot currently bulk associate CTAs of different types (i.e. 3 risk, 2 lifecycle & 2 renewal) to a Success Plan at the same time.

Doing so errors out and forces the end user to essentially do it three times: 

  • Bulk assign all necessary risk CTAs
  • Bulk assign all necessary lifecycle CTAs
  • Bulk assign all necessary renewal CTAs

Not only does this add unnecssary clicks, but it’s not apparent that this is a limitation in support articles or the UI. To make it easier for day to day usage, we’d love to see functionality added to bulk assign CTAs of any type at the same time.