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HollySimmons
Helper ⭐️
September 15, 2026
New Idea

Create goal from Success Plan

Related products:CS Success Plans & Customer Goals

We can associate existing goals to a Success Plan, but we would like end-users to be able to create a goal when looking at the Success Plan - this just helps with the flow rather than having to head to the Goals tab first. 

Thanks

2 replies

travis_floyd
Contributor ⭐️⭐️⭐️⭐️⭐️
September 15, 2026

Would also LOVE to be able to create or link a CTA to a Goal when creating the CTA, without having to CREATE the CTA from the Goals interface/section of the C360!

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Be excellent to each other.
laurennewman7
Contributor ⭐️⭐️
October 5, 2026

We actually setup up an external action similar to this request. When a CSM creates a Goal, an Objective CTA is automatically created in the Success Plan with the goal name. I bet you could set up a rule to do the inverse.

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