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heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
June 8, 2016
Discovery

Changing Owner on Success Plans

Related products:CS Success Plans & Customer Goals
  • 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?

16 replies

Anil Raj Pujari
Helper ⭐️⭐️
August 24, 2022

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
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
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
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.

AshutoshSingh
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 19, 2026
Updated idea statusOpenDiscovery
AshutoshSingh
Gainsight Employee ⭐️
Gainsight Employee ⭐️
August 19, 2026

Thanks for sharing this idea. We’ve reviewed it and moved it to Discovery while we evaluate it further. We’re considering how it fits with current priorities and will share update here when it moves under development