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Changing Owner on Success Plans

Related products:CS Success Plans & Customer Goals
jean.nairon
niki_olmstead
matthew_lind
jordan_clark
heather_hansen
+24
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    jean.nairon
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    niki_olmstead
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    matthew_lind
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    jordan_clark
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    heather_hansen
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    darkknight
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    dave_wu_74b11e
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    kara_kogelman_e30d43
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    Smita Mohapatra
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    marcos.beinder
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    Rohit Kopparthi
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    jcyoungkin
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    Nikhil Cherukuri
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    JoelE
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    burseer
heather_hansen
When you change the owner of the Success Plan, it doesn't change the owner of any of the objectives or tasks, and you have to do each separately. Could you get the same prompt for when you change the owner of CTAs so that you don't have to do the Success Plan, and then, all the objectives?

darkknight
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+1!
Jeff Kirkpatrick
nitisha_rathi
Hi,

I understand that this capability is important and it is already in our roadmap. I will keep you updated about the status.

Thanks,
Nitisha
niki_olmstead
  • niki_olmstead
  • Contributor ⭐️⭐️⭐️
  • August 1, 2019
We're going through a big account transition right now, and this would have made my life a lot easier!

gunjanm
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  • gunjanm
  • Expert ⭐️
  • December 30, 2021

This is...not implemented. Why is this in the Implemented status? A Gainsight support rep even created a new idea about this in the past month. 

 

Gunjan
anirbandutta
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  • anirbandutta
    anirbandutta
anirbandutta
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+@Anil Raj Pujari pl check the latest on this Idea and clarify the status.

It's an opportunity for engagement
S
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Hi 

What is the latest on this?

I can confirm till now this is not working, when I change the SP Owner the Objective owners do not change.

S
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Hi @anirbandutta - Any updates here - We have to change the owner of each Objective ,when changing the owner of the SP.

anirbandutta
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@Anil Raj Pujari could you pl share the latest?

It's an opportunity for engagement
R
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  • rvinny
  • Gainsight Employee ⭐️
  • August 23, 2022

Hi team, Any updates on this?

Anil Raj Pujari
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Updated idea statusImplemented→Acknowledged
anirbandutta
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  • anirbandutta
    anirbandutta
Anil Raj Pujari
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Reassigning objective CTAs when Success Plan owner is updated has not been implemented yet. Mass editing for end users which is in the roadmap should be help the use case.

jcyoungkin
  • jcyoungkin
  • Contributor ⭐️⭐️
  • February 26, 2024

Hello, @Anil Raj Pujari!

I’m curious if there’s any update on the implementation of this feature in NXT?

I thought this was implemented in the SFDC Edition of Gainsight, because ever since we updated to NXT a few of my end-users have asked why Objective/Task ownership no longer updates when the Success Plan ownership is updated.

Cheers!

marcos.beinder
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  • marcos.beinder
  • Contributor ⭐️⭐️⭐️
  • February 27, 2024

Nice to see this request out here, but discouraging that it is still here 7 years later. At Gainsight Product Team, what is the blocker to delivering this enhancement?

ajitshukla
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  • ajitshukla
  • Contributor ⭐️
  • February 27, 2024

It would make Success Plan reassignments very easy for end users if this can be implemented, considering similar functionality exist at the CTA level.


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