Response from Customer

Success Plans Modify Date updated when CTA or Timeline associated is updated

Userlevel 7
Badge +2

It would be great for the modified date on the Success Plan to be based on max date of a timeline entry or CTA modification.


We are trying to encourage CSMs to update the CTAs and Timeline entries to help us track how often they are interacting with the plan. Right now, the modify date only updates when you close the plan, which is not a true reflection of how often a CSM is interacting with the plan.

2 replies

Userlevel 7
Badge +2

@andreammelde thank you for sharing this here. I will check the possibility and get back to you.

Userlevel 4


Success plan, CTAs, and timeline - each have their respective modified dates. In report builder I think we can build report for timeline-activity/CTA on modified date and filter those which are linked to success plan.