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HollySimmons
Helper ⭐️
November 27, 2024
New Idea

Enable option to make fields mandatory before closing Success Pla

Related products:CS Success Plans & Customer Goals
  • November 27, 2024
  • 2 replies
  • 99 views

Would like to have the same functionality as is available on CTA fields, where you can mark them as being required in order to close. 

On CTA layout it looks like this; 

 

Whilst on SP layout that option is missing; 
 

 

2 replies

bradley
Expert ⭐️
April 14, 2026

Pretty disappointing all the great new functionality that CTAs got around required fields/mandatory, required to close, required to save, didn’t make it to Success Plans.

Would love to see this, especially given the upcoming MCP connector to CS - it’s going to be even more important to make sure business rules are enforced.

@rakesh 

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
June 8, 2026

100% agree with ​@bradley here. We’re planning to roll out Success Plans as a way to keep our CSMs/Onboarding teams in sync with customers, and not being able to enforce standards across our success playbooks and shared CTAs is disappointing. #productparity

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member