Success plan reporting - link directly to success plan
None
When creating reports on success plans, it would be really nice if the field "CTA Group Name" (which is basically the success plan name) would be a link taking you directly to the success name, similar to how an Account Name links to the C360.
Is this planned?
Thanks,
Nadav
Is this planned?
Thanks,
Nadav
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We will add it to the roadmap. Would it work if, on click of the link, success plan opens up in a new page and not in C360.
Thanks,
Nitisha
Thank you!
Is this something that can make it into the Fall Release?
Yes, this has been planned as part of Fall release. Whenever a SP name(CTA group name) is clicked from reports, it will open a new tab with that particular SP.
Regards,
Hitesh