Allow CTA and Success Plan Due Dates based on Account Date fields
CS Cockpit & Playbooks
Currently when assigning a Success Plan Objective, you are given the option to make the due date "the assign date + X days" We are mapping our success plans with objectives quarterly around renewal dates and if we auto fire them all now, they will all be off on dates. If we could assign the due date based on an account or customer info date field that would help keep our CSMs on track.
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Since playbook tasks in cockpit have an option to have date as optional, I think the uniform functionality across the board would make sense (make date optional on all building)...
This is in our short term roadmap. I will keep you updated about the exact ETA.
Thanks,
Nitisha
Any update on this?
Yes please!
Trevor
All the votes from this idea have been transferred.