New Idea
Idea: Mark Success Plan Objectives 'Internal' vs. 'External'
Apologies if this has been discussed before but I'm trying to expand the overall use case for Success plans to include internal-only 'Account Development' objectives & milestones. The idea is to leverage the Success planning functionality to manage the account development process in parallel to customer-facing success planning.
These would be configured in the same way that objectives/tasks are currently created but they wouldn't appear on plan exports (customer facing PPT for example). Here's a simple use case:
- User creates an internal-only, account development objective (develop an opportunity to sell in another product for example)
- A check-box or toggle cold be used to mark the objective & all child elements as 'Internal-Only'
- Exporting the completed plan wold omit these slides
- Advanced - Allow the user to select whether to include or exclude 'internal-only' slides in the export dialog.
Thanks
These would be configured in the same way that objectives/tasks are currently created but they wouldn't appear on plan exports (customer facing PPT for example). Here's a simple use case:
- User creates an internal-only, account development objective (develop an opportunity to sell in another product for example)
- A check-box or toggle cold be used to mark the objective & all child elements as 'Internal-Only'
- Exporting the completed plan wold omit these slides
- Advanced - Allow the user to select whether to include or exclude 'internal-only' slides in the export dialog.
Thanks