Success Plan Objectives - Automatically set as Internal or External

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  • Updated 7 months ago
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I know that we can manually enable Objectives under Success Plans so they can be shared with the client. This Artice explains that process.

However, we'd like to configure the Objectives beforehand so they are already set as Internal or External when our CSMs add the Success Plan. Is this possible?

We have 20+ objectives in some of our Success Plans that need to be external and 10+ that need to be Internal only. These objectives are all on the same Success Plan. We do not want our CSMs wasting their time manually setting the objectives as Internal or External.
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Faust Belarmino, Champion

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Posted 7 months ago

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Aditya Marla, Product Manager

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Hi Faust,

Currently, it is not possible to do that.
Let me know if I understood the use case correctly, when defining the objectives in a template you want the admin to be able to mark some of them as internal/ external?
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Faust Belarmino, Champion

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Hi! Thanks for your reply! :)

Yes - when defining the objectives in a template, we want to be able to mark them External [Indicates that sharing has been enabled for external contacts (in addition to internal users)].

Our Success Plan templates have Objectives that our clients need to see when shared to them. Our CSMs have to manually mark Objectives as External when they apply a template and takes up a lot of their time since there are 20+ objectives that need to be External (client facing).

It would be fantastic to have this setting available to admins when defining objectives so they are already set as External or Internal. That way, when a CSM is assigned a new client and applies a new Success Plan template, all the objectives are automatically enabled to External or Internal.

I hope that makes sense! Would it be possible to have this as a very near future update for Success Plan objectives? :) 
(Edited)
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Faust Belarmino, Champion

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Hi Aditya! Any thoughts or suggestions about this? Could this be a possible update in the future?
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Aditya Marla, Product Manager

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Hi Faust,

Thanks for sharing the use case. Have added it to the backlog....will keep you posted as and when there is an ETA to this

Thanks
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Faust Belarmino, Champion

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Alrighty - thank you so much!