Increasing Success Plan adoption - editing 360 top tabs








One area of to update that I think would increase the adoption of 360 features, particularly success plans, would be to be able to customize the top navigation tabs in the 360 view when you open to a customer. Currently in order to dirve adoption or tag an entry to a success objective the user has to go into the plan, find the objective , and post to time line from there. Those additional steps I think hinder strong adoption. See screen shot





Another option is to be able to control a default page that the user elects when they open a customer in the 360 view. Instead of opening to the details > summary tab, being able to open right to any of the side navigation features.




@nicksikoutris Thanks for sharing your idea. I have shared this with our product team, will let you know once I get an update from them.

Happy posting!