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angela_mckay
angela_mckay
Contributor ⭐️⭐️
August 19, 2018
New Idea

Success Plan Templates - Ability to change success plan type or copy to another type

Related products:CS Success Plans & Customer Goals
  • August 19, 2018
  • 13 replies
  • 405 views
Is there a way to apply a Success Plan template to multiple Success plan types? Or even change the type after added? I am finding it difficult to move things around as an admin and and end-user after something has been created.  

For Example: 
I have multiple success plans and one of the templates for success plan type 1, I'd like to also have available for success plan type 2.

Is this doable? Or an enhancement request?

      13 replies

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      aditya_marla
      aditya_marla
      Helper ⭐️⭐️⭐️
      December 21, 2020

      Hi Heather,

      In NXT we have the ability to create a template that applies across all entities (companies and all relationship types). Would that solve your need to some extent? Also would a capability similar to what is present for playbooks (in NXT) help solve it?

       

        heather_hansen
        heather_hansen
        VIP ⭐️⭐️⭐️⭐️⭐️
        December 21, 2020

        @aditya_marla Yes, that works perfectly in both cases.  Thanks for the follow up!

          marionmungcal
          Contributor ⭐️⭐️⭐️
          July 1, 2026

          It’s 2026, can there be a fix for this yet? :)

          It’s still “All or One”

          Can it be improved to be a multi-select dropdown list please?

           

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