Contact lookup on Success Plan
None
I had a use case from a customer regarding adding the CTA contact lookup field to success plan summary page to add attendees that joined a meeting.
The closest that I could advise was to add a contact lookup to the CTA Group object however this will only allow one contact per field so it isn't very scaleable. It would be nice if there was a easier way to do this for multiple contacts rather than creating this lookup manually.
The closest that I could advise was to add a contact lookup to the CTA Group object however this will only allow one contact per field so it isn't very scaleable. It would be nice if there was a easier way to do this for multiple contacts rather than creating this lookup manually.
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Hi@alex_legay , I think this is addressed as part of the Success Plans Horizon Experience now available in NXT (link). It looks like you can configure custom lookup fields to be part of the Success Plan layout. Do you know if this meets your original use case?