Question Acknowledged

Increasing Success Plan adoption - editing 360 top tabs

  • 25 July 2019
  • 2 replies
  • 88 views

Userlevel 2



One area of to update that I think would increase the adoption of 360 features, particularly success plans, would be to be able to customize the top navigation tabs in the 360 view when you open to a customer. Currently in order to dirve adoption or tag an entry to a success objective the user has to go into the plan, find the objective , and post to time line from there. Those additional steps I think hinder strong adoption. See screen shot


2 replies

Userlevel 2
Another option is to be able to control a default page that the user elects when they open a customer in the 360 view. Instead of opening to the details > summary tab, being able to open right to any of the side navigation features.

Userlevel 7
Badge +2

@nicksikoutris Thanks for sharing your idea. I have shared this with our product team, will let you know once I get an update from them.

Happy posting!

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