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Discovery

Changing Owner on Success Plans

Related products:CS Success Plans & Customer Goals

Forum|Forum|10 years ago
June 8, 2016
16 replies
253 views

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?

success plans

Expert ⭐️

+1!

Jeff Kirkpatrick

Expert ⭐️⭐️

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

Contributor ⭐️⭐️⭐️

We're going through a big account transition right now, and this would have made my life a lot easier!

Measure what matters. Improve what moves.

Expert ⭐️

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

Expert ⭐️

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

It's an opportunity for engagement

Smita Mohapatra

Contributor ⭐️⭐️

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.

Smita Mohapatra

Contributor ⭐️⭐️

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

Expert ⭐️

@Anil Raj Pujari could you pl share the latest?

It's an opportunity for engagement

Gainsight Employee ⭐️

Hi team, Any updates on this?

Anil Raj Pujari

Helper ⭐️⭐️

Updated idea statusImplemented→Acknowledged

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