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faust_belarmino
faust_belarmino
Helper ⭐️⭐️
March 5, 2018
New Idea

Success Plan Objectives - Automatically set as Internal or External

  • March 5, 2018
  • 14 replies
  • 230 views
I know that we can manually enable Objectives under Success Plans so they can be shared with the client. This Artice explains that process.

However, we'd like to configure the Objectives beforehand so they are already set as Internal or External when our CSMs add the Success Plan. Is this possible?

We have 20+ objectives in some of our Success Plans that need to be external and 10+ that need to be Internal only. These objectives are all on the same Success Plan. We do not want our CSMs wasting their time manually setting the objectives as Internal or External.

      14 replies

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      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      December 24, 2020

      Hi @aushel ,

      We have not made any progress on giving admin the ability to define it at the template level but have improved the sharing experience in NXT (and added a preview capability where users can clearly see what objectives will be shared, what will be view only, and what objectives the customer can edit). Does that help to some extent?

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        January 7, 2021

        @aushel did you get a chance to view the comments here. Please let us know if this helped.

        sai_ram
        sai_ram
        Expert ⭐️⭐️
        February 4, 2021

        Hi @aushel ,

        We have not made any progress on giving admin the ability to define it at the template level but have improved the sharing experience in NXT (and added a preview capability where users can clearly see what objectives will be shared, what will be view only, and what objectives the customer can edit). Does that help to some extent?

        @did you see the comments here.

        Anil Raj Pujari
        Anil Raj Pujari
        Helper ⭐️⭐️
        June 3, 2021

        When configuring success plan templates, marking objectives as internal or external is available in NXT edition

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