Now that Success Plans can be configured to include CTA Types beyond only “Objective” it would be great if a CSM could associate an existing (independent) CTA with an existing Success Plan or (added bonus!) create a Success Plan from an existing CTA.
We have several CTAs that are automatically created when certain customer criteria is met, think low or drops in product usage, and we have a “Get Well” Risk Mitigation/Red Account process that uses the Success Plan feature -- it would be nice to enable CSMs to associate a system generated Risk CTA to an existing Red Account Success plan or use that CTA to spin up an associated Red Account Success Plan if one doesn’t already exist.
Similarly, the same process could be applied for more standard automated lifecycle/adoption CTAs to be applied to adoption/growth focused Success Plans.
