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Benmandelstein
Contributor ⭐️
April 23, 2020
New Idea

Connectiong Success Plan Timeline Entries to Success Plans

  • April 23, 2020
  • 1 reply
  • 59 views

We would like the capability to connect “Success Plan timeline entries” to the actual Success Plan. Currently the CSM types in the name of the Success Plan but there is nothing actually connecting it to that plan. We want to be able to see all new timeline entries in our Success Plan dashboard.

      1 reply

      mary_taylor
      mary_taylor
      Contributor ⭐️⭐️⭐️⭐️
      April 27, 2020

      We’re requesting the same functionality you added to NXT (Timeline tab on the Success Plan), but implemented for SFDC.

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