Add a success objective
Create a success objective that represents the value of the products sold to the customer.
Before you begin
Role required: sn_acct_lc.customer_success_agent
About this task
A success objective represents that value of one or more products purchased by the customer. Objectives are defined for a specific period and are tied to an engagement. An objective can be broken down into several success outcomes that measure its achievement.
Procedure
Navigate to Workspace > CSM/FSM Configurable Workspace and select the List icon.
Navigate to the Customer Success > All Objectives and select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Number | System generated unique number for the onboarding case record. |
| Account | The account number of the enterprise customer associated with the account. |
| Engagement | Select the engagement record to which the objective is to be related. This is a required field. |
| Objective owner | The individual responsible for the objective from the provider side. |
| Sponsor | External contact responsible for the objective. |
| Products | The sold products that match the objective. |
| Driver | The driving category reason behind the objective. |
| State | State of the engagement record.- New - Define - In progress - Canceled - Closed |
| Progress | Current progress of this objective.- Not Started - On-Track - At Risk - Paused - Completed - Canceled |
| Priority | Priority of this objective in comparison to others.- Critical - High - Medium - Low - Very Low |
| Planned start | Date on which the work for this objective is scheduled to start. |
| Planned stop | Date on which the work for this objective is scheduled to stop. |
| Title | Enter a title for this objective. This is a required field. |
| Watch list | Select the users who should be notified of any updates to the objective. |
| Work notes list | Select the users who should be notified of any updates to the worknotes. |
| Description | Enter a description for this objective. This is a required field. |
| Work notes | Any internal notes regarding this objective. |
- Select Save to create a success objective.
What to do next
Add one or more success outcomes to measure the achievement of this objective. See Add a primary success outcome.
Parent Topic:Create a success blueprint manually