Has anyone experienced an issue with Success Plan Objective Templates, when adding a template and to a success plan we are having to refresh the screen in order to view the objectives/CTA’s that are populated. As you can imagine this is a huge issue for our CSM’s just hoping to get clarity and hoping it is a bug that is being addressed.
I have not run into this issue. The screen populates with the newly added Objectives arriving via the SP Template immediately.
I’m on NXT Edition, with Horizon-ized Success Plans and Cockpit.