Reassign Success Plan Owner

Forum|Forum|10 years ago
May 2, 2016
14 replies
185 views

I am able to reassign CTAs and Tasks via the Mass Edit function in Cockpit configuration, but am I able to reassign Success Plans? For now, I will do so via the dataloader, but was wondering if there was a way to reassign via Mass Edit.

ellenoangieslistcomAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

How do others reassign Success Plan owners if a CSM leaves in the middle of the Plan? I was able to upsert to the CTA Group, but it would be much easier in Mass Edit.

nitisha_rathi

Expert ⭐️⭐️

Hi Ellen,

Mass Edit for success plans is not available right now, although I understand its value. I will keep you updated about the status of this feature.

Thanks,
Nitisha

ellenoangieslistcomAuthor

Contributor ⭐️⭐️⭐️⭐️⭐️

Thank you very much! I will continue to use Dataloader for now.

heather_hansen

VIP ⭐️⭐️⭐️⭐️⭐️

This just came up for us as well.

heather_hansen

VIP ⭐️⭐️⭐️⭐️⭐️

I also noticed that you can mass move the objectives in a Success Plan but only if it's Active. Could also moving Draft objectives be included on the roadmap as well? Our use case would be a CSM leaves the company in the process of creating the Success Plan, and we need a new CSM to take it over.

nitisha_rathi

Expert ⭐️⭐️

Hi Heather,

Thanks for the post. We will fix this soon.

reneehouse

Contributor ⭐️⭐️⭐️⭐️⭐️

This has come up for me as well. I would only want to reassign Success Plans that have not been completed.

Renee House

leah_h

Contributor ⭐️⭐️

Please address. We are looking for this as well. Thanks

R

rakesh_lingala

Helper ⭐️⭐️⭐️

Hello Everyone!

Happy to announce that your request has been considered and included as part of the v6.12 release. Gainsight now enables Admins to perform mass edit actions on Success Plans, including Reassign Ownership and Delete Success Plans in bulk.

You can find the relevant information in our article.

This feature is implemented only in the NXT version.

Thanks for posting!