I‘ve converted this post to an Idea for better tracking, and because I saw the same question/request being asked again.
+1 to this.
We require our CSMs to complete a number of fields on the summary/details page of the Success Plan however as with the nature of the expecting CSMs to remember what fields they need to complete we need the ability to make them mandatory to ensure they are completed.
Mandatory fields would be helpful to ensure the plan info has all necessary data capture. Without a mandatory field, the plan can be closed and if the field needs to updated the plan has to be made active again which impacts the close date and any metrics/reporting related to time to completion (e.g. Onboarding Success Plan where we want to know the average time to completion)
Got it. Thanks a lot for sharing the idea and the use-case makes complete sense. I will keep you posted if we make any progress on these
This is important to me too, especially as it’s not possible to edit fields once the Success Plan is closed without re-opening and altering the closed date. Not great for data integrity - especially as user errors are frequent
The use case makes sense. We will follow this thread for more upvotes so that we can pick it up in our upcoming roadmaps
Already have an account? Login
Retrieve username / Reset password or Create an account
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
Sorry, our virus scanner detected that this file isn't safe to download.
We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.
© 2020 Gainsight,Inc, The Customer Success Company.
All rights reserved.
655 Montgomery Street,
7th Floor |
+1 (888) 623-8562
Terms and Privacy