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New Idea

Success Plan : Dynamically assign objective owner when SP owner is changed.

Related products:None
  • November 17, 2021
  • 1 reply
  • 68 views

Jitesh
  • Gainsight Employee ⭐️
  • 6 replies

Hi Team ,

 

Posting this on behalf of a customer.

 

Idea is that whenever we change the owner of a success plan , it should be able to dynamically change the objectives owners to the newly changed SP owner. 

1 reply

john_apple
Forum|alt.badge.img+5
  • Expert ⭐️
  • 468 replies
  • May 8, 2023

This is possible during an ownership change triggered by a Mass Edit. Can we have a similar option when ownership is changed from the Success Plan? With CTAs, an option is presented to update the tasks as well. Ideally, an option for changing Objective owner to match Success Plan owner would be an available choice through a similar dialog.


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