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Contributor ⭐️
November 14, 2019
New Idea

Success Plan auto-close

Related products:CS Success Plans & Customer Goals
  • November 14, 2019
  • 13 replies
  • 293 views

The success plan should auto-closed once all associated objectives and tasks are closed. Currently, its a manual process.

    13 replies

    Anil Raj Pujari
    Helper ⭐️⭐️
    June 6, 2021

    Hi 

    Updating/closing success plan via rules engine is in our medium term roadmap.

    kyle_handley
    Contributor ⭐️⭐️⭐️⭐️
    September 16, 2021

    When you deploy this change please also consider an option for updating historical records. Since our implementation of success plans CSMs and other SP users have reliably closed their Objectives, but not the success plans correctly. So the success plan close dates are locked into when we mass close them and are having to work around this gap in intuition / reinforce through training and monitoring. 

    May your day continue to be filled with awesome
    Anil Raj Pujari
    Helper ⭐️⭐️
    October 3, 2021

    The “closed date” of success plan is a system field which is auto updated with the date when the success plan status is changed to closed. Hence closing historical success plans via rules engine will update the when success plan is closed (not the date when all objectives were closed). But once the rule is setup, going forward the closed date would be more appropriate (when all objectives were closed).