New Idea
Mass Edit and Delete Options Not Available for Success Plans
Our team has begun to utilize success plans more often and have hit a couple of major road blocks compared to CTA administration.
1. There isn't a rule option to delete or close success plans
2. We can use mass edit to change the assignees for the individual objectives but there is no way to mass edit/update the plan owner
These two issues have made it pretty cumbersome to manage existing success plans.
1. There isn't a rule option to delete or close success plans
2. We can use mass edit to change the assignees for the individual objectives but there is no way to mass edit/update the plan owner
These two issues have made it pretty cumbersome to manage existing success plans.