Reassign Success Plan Owner
None
I am able to reassign CTAs and Tasks via the Mass Edit function in Cockpit configuration, but am I able to reassign Success Plans? For now, I will do so via the dataloader, but was wondering if there was a way to reassign via Mass Edit.
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Mass Edit for success plans is not available right now, although I understand its value. I will keep you updated about the status of this feature.
Thanks,
Nitisha
Thanks for the post. We will fix this soon.
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!
When will this request be completed in the Salesforce version?
Hi@psutela
As of today we don't have plans to implement this capability in the SFDC edition
Is this only via a Mass Edit? This would be so much better if I could use the rules engine to update automatically/ dynamically...
Is this only via a Mass Edit? This would be so much better if I could use the rules engine to update automatically/ dynamically...
I agree. This is the functionality we’ve really been wanting vs Mass Edit which is nice from a clean up perspective but not scalable and practical.