Associate CTA with Success Plan

Good one ​@avertuca ! This should have been part of the release or at least a fast follow. Thought I had made my own post on this but I think I just grumbled about the release itself.

We are also looking to be able to associate existing CTAs with Success Plans

Our Use Case:
Our team runs Success Plans quarterly to keep CTAs organized. Often, a CTA created in one quarter still needs to be tracked/migrated in the next quarter’s plan. Currently, CTAs tied to an existing Success Plan cannot be reassociated or moved to a new plan, which creates gaps in continuity and manual overhead.

Impacted Roles:

• Customer Success Managers/Accout Mangers (CSMs): Responsible for managing Success Plans and CTAs, requiring efficiency and historical accuracy.

• Operations/Admins: Supporting teams need to maintain clean reporting and ensure data integrity across plans.

A few note - for these particular Success Plans:

• Our CTAs are unique and manually created per plan (not generated by Rules Engine), so they cannot be moved using a RE.

• Current workaround is to close the CTA and manually recreate it in the new plan, but this loses the original creation date, details, and action history.

Workaround/Current Solution from our CSSC.

• Adding a “Created Date” field so the original creation date can be manually re-entered.

• Manually copying details and actions into the new CTA.
  These solutions are inefficient and prone to error.