I want to preface this idea with saying that my idea won’t be very useful until Product fixes the limitations that face Success Plan list views today (namely, that we’re limited to just a few fields, whereas in cockpit we have access to pretty much every field on the CTA object AND Relationship and Company fields).
So, assuming the above gets addressed at some point to create parity with CTAs, the next parity-related item would be to allow Admins to create Admin-defined views for Success Plans. We’ve been able to do this for Cockpit for years now. Why not for Success Plans? We rely pretty heavily on Success Plans, so it would be nice for us as an Ops team to publish a defined view for our users rather than have to give step-by-step instructions on how to build their own filters in the Success Plan list view. Thanks for considering.