Mass Edit and Delete Options Not Available for Success Plans
None
Our team has begun to utilize success plans more often and have hit a couple of major road blocks compared to CTA administration.
1. There isn't a rule option to delete or close success plans
2. We can use mass edit to change the assignees for the individual objectives but there is no way to mass edit/update the plan owner
These two issues have made it pretty cumbersome to manage existing success plans.
1. There isn't a rule option to delete or close success plans
2. We can use mass edit to change the assignees for the individual objectives but there is no way to mass edit/update the plan owner
These two issues have made it pretty cumbersome to manage existing success plans.
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Thanks for bring this up!
@All, please hit like or follow to increase the priority.
Thanks for bring this up!
We’ve released this enhancement in the NXT platform with the v6.12 release.
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.12 release. Gainsight now enables Admins to perform mass edit actions on Success Plans, including Reassign Ownership and Delete Success Plans in bulk.
You can find the relevant information in our article.
This feature is implemented only in the NXT version.
Thanks for posting!
This does not fully address the question of being able to “close” success plans. Is the ability to close success plans on mass edit on the roadmap?
This does not fully address the question of being able to “close” success plans. Is the ability to close success plans on mass edit on the roadmap?
HI@andreammelde
Closing success plan via rules engine is in mid term roadmap. Will this partially solve the problem?
Hello Everyone!
Happy to announce that your request has been considered and included as part of the v6.12 release. Gainsight now enables Admins to perform mass edit actions on Success Plans, including Reassign Ownership and Delete Success Plans in bulk.
You can find the relevant information in our article.
This feature is implemented only in the NXT version.
Thanks for posting!
Noticed on the mass edit - you can only delete “not closed” success plans. there is a filter on the mass edit that does not all you to select “closed” success plans and it is not configurable to an Admin.
As the Admin, I should be able to delete anything I need to.
We are trying to clean up old success plans that to reduce the number of types in our instance by deleting some closed ones. Why can’t we have this option in the filter?
I need to mass delete 300 success plans that were created in error. They are marked closed to remove them from the Onboarding Managers’ radars, so I can’t modify them in Mass Edit. This is a huge pain.
My ideal functionality would be:
Would love to know if Gainsight has looked into this further or if there is a workaround!