New Idea
Linked Objects in Success Plan Objectives via Rules Engine
We are trying to move towards using success plans rather than multiple separate CTAs for one project. This way we can track progress in one place that is easy to see and then compare usage data
We want to be able to choose a linked object during rule action set up for success plans that would drop down into the objectives from the template chosen in the rule.
Use Case:
I have an implementation success plan template set up that I want to use in a rule that creates success plans once a new sale opportunity closes. I want to add the opportunity as a linked object in the Rule's Action Setup so that it populates in each of the objectives I have set up in the template. This way when an implementation consultant goes into the success plan, they can click objectives, select their first objective, and look at the sales hand-off notes from the related opportunity. This way they dont have to search for their assigned opportunity, search by the name, and add it manually.
We want to be able to choose a linked object during rule action set up for success plans that would drop down into the objectives from the template chosen in the rule.
Use Case:
I have an implementation success plan template set up that I want to use in a rule that creates success plans once a new sale opportunity closes. I want to add the opportunity as a linked object in the Rule's Action Setup so that it populates in each of the objectives I have set up in the template. This way when an implementation consultant goes into the success plan, they can click objectives, select their first objective, and look at the sales hand-off notes from the related opportunity. This way they dont have to search for their assigned opportunity, search by the name, and add it manually.