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Add Success Plan widget that can be added to C360 > Summary section
Create a Success Plan widget that can be added to C360 > Summary section. This widget will show the number of active success plans.
Hey Tushar,
+1 Think this is a great idea for standard widget in product. Also, would be great if it hyperlinked down to the success plan section of page as well when clicked.
If you needed in the short term (you may have already done this) you could create a custom field on customer info object and count the number of active success plans from the CTA group table with a rule.
Thanks!
+1 Think this is a great idea for standard widget in product. Also, would be great if it hyperlinked down to the success plan section of page as well when clicked.
If you needed in the short term (you may have already done this) you could create a custom field on customer info object and count the number of active success plans from the CTA group table with a rule.
Thanks!
Great suggestion Devin!
Productizing it will be awesome.
Productizing it will be awesome.
Great Idea! We will definitely look into this. Thanks!
Hi,
Success Plan widget for C360/ R360 > Summary Section is available now. It will show data of active success plans and open objectives.
Thanks,
Nitisha
Success Plan widget for C360/ R360 > Summary Section is available now. It will show data of active success plans and open objectives.
Thanks,
Nitisha
1 person likes this
Awesome! Thanks Nitisha!
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