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hardik_mota
hardik_mota
Helper ⭐️
March 26, 2020
New Idea

Bulk update success plan as active

  • March 26, 2020
  • 1 reply
  • 65 views

Hi Team,

 

We have a customer who is looking to bulk update the success plan by making them as Status as “Active”. Currently we don't have this feature in gainsight. 

 

Reason: We are unable to close the relationship level CTA's via rule because they are part of a success plans which weren’t active. When the success plan isn't active, corresponding CTA's also wouldn't be active. The rule was showing zero fail and zero pass. 

 

Impact: We need to go to each success plan and make them active manually. 

 

Best,

Hardik

      1 reply

      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      April 27, 2020

      Hi @hardik_mota :

      Thanks for sharing this. We have this on our roadmap to give more actions via the Mass Edit for success plans. Today you can only delete & reassign owners. Will keep you updated as and when we make any progress on this

       

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