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Contributor ⭐️⭐️
August 10, 2026
New Idea

Show associated Success Plan in-line on Timeline

Related products:CS Timeline & Activity Tracking
  • August 10, 2026
  • 0 replies
  • 4 views

We can now attribute a Success Plan as an associated record from a Timeline Activity. However, you can only view the association if you open the individual activity. Please show the association in-line, the same way that it is displayed when creating an activity from the Success Plan’s Timeline.