One of the CSMs within my org selected the incorrect "success plan type" and would like to change it. I am aware that you cannot change the "CTA Type" once it's selected.
However, is it possible for the GS Admin to make that change in the backend? If so, how? Otherwise, do I have to submit a support ticket?
Thank you in advance!
Best answer by sai_ramView original
Technically: Based on the Success plan type the form will be changed, I mean the parameters/templates will be changed. That is the reason we are not allowing to edit/change the type in both places. Let's me do hands and get back to you.
Thanks for posting!