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andreammelde
Helper ⭐️⭐️
May 3, 2021
Open

Success Plans Modify Date updated when CTA or Timeline associated is updated

Related products:CS Success Plans & Customer Goals
  • May 3, 2021
  • 22 replies
  • 345 views

It would be great for the modified date on the Success Plan to be based on max date of a timeline entry or CTA modification.

 

We are trying to encourage CSMs to update the CTAs and Timeline entries to help us track how often they are interacting with the plan. Right now, the modify date only updates when you close the plan, which is not a true reflection of how often a CSM is interacting with the plan.

22 replies

darkknight
Expert ⭐️
December 14, 2024

​@jake_ellis now that Rahul is gone, who would be the right person to speak with to advocate for getting this very popular ask onto the near term roadmap?

Jeff Kirkpatrick
darkknight
Expert ⭐️
February 17, 2026

​@Pawel who is the PM for Success Plans, CTAs and Tasks that could review this and give us some sort of indication on where this will land on the roadmap?

Jeff Kirkpatrick