3 Posts

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4K Points

Mon, Mar 5, 2018 9:06 PM

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Success Plan Objectives - Automatically set as Internal or External

I know that we can manually enable Objectives under Success Plans so they can be shared with the client. This Artice explains that process.

However, we'd like to configure the Objectives beforehand so they are already set as Internal or External when our CSMs add the Success Plan. Is this possible?

We have 20+ objectives in some of our Success Plans that need to be external and 10+ that need to be Internal only. These objectives are all on the same Success Plan. We do not want our CSMs wasting their time manually setting the objectives as Internal or External.