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angela_domenichelli
Contributor ⭐️⭐️⭐️⭐️⭐️
March 21, 2024
New Idea

Success Plan Objective Identification and Assignment issues

Related products:CS Success Plans & Customer Goals
  • March 21, 2024
  • 0 replies
  • 20 views

Currently when creating Objectives via rule you cannot assign them independently of the Success Plan owner and you cannot add a token to the Objective name.  Additionally, Objective CTAs cannot be updated with a rule like other CTA Type to create an Objective that is assigned to someone other than the plan owner or with a token in the CTA Name.  This limits our ability to leverage automation for Objectives / Success Plans.  Please allow Objective CTAs to be assigned and named like other CTA Types.