Success Plan Status ~ Variants

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I have a customer that would like to be able to add custom status's to the Success Plan Status Field. The current options are Active, Draft, & Closed. 

The use case for this specific customer would be to tag as "future project" or something similar to that so they can tag these success plans with a more specific status. 

I do agree with them that this would be very beneficial for a strategic team to be able to use. 
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Cameron Wright, Employee

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Posted 4 months ago

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Aditya Marla, Employee

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Hi Cameron,

Thanks for sharing this. In the example you mentioned how do they want to handle "Future projects" - would the behavior be similar to draft stage / any different behavior? Or is it more of a Tag (to easily classify the success plans?)