Outreach Success Plans FAQs

Created by Aye Myat, Modified on Mon, 9 Feb at 11:01 PM by Alsabana Sahubarali

Purpose:

The purpose of this article is to provide information to Outreach Users regarding Outreach Success Plans.

Intended Audience:

Outreach Users

Outreach Success Plans FAQs:

Q: How do I adjust my name, headshot, team logo, etc. within Success Plans?
A: Outreach Success Plans contains a Settings option specific all to itself to Outreach Success Plans.

Q: Can a Plan be tied to multiple Opportunities or vice versa? What about an Account?
A: Today, Opportunities and Plans have a one-to-one relationship.

Q: Can Prospects edit and collaborate within the plan as well, or just the selling team
A: Prospects that are added as a collaborator on the Success Plan can take nearly every action that a seller can (mark events as complete, comment, change dates, add resources, etc.) We’ll then let the Plan owner know which actions have been taken to ensure no changes are missed.

Q: Do all people included on the plan need an Outreach seat?
A: No, only people creating the plans need a license at this time. (Note in the future we could require anyone collaborating on the plan to need a license currently anyone can collaborate on the plan)

Q: Why do I need to assign owners and participants to Timeline events?
A: Owners and participants drive all notifications within the plan. If you don’t assign folks, they will not be kept in the loop on plan activity that is relevant to them.

Q: Will my Prospects be receiving unwanted notifications?
A: No, our Prospects email notifications are intentionally conservative and the Prospects can adjust their own notification preferences at any time. By default, we only notify Prospects when:

Collaborator: Invited to collaborate on the Success Plan, no additional notifications unless added to an event.
Owners: notified of comments, overdue tasks, or if assigned as the owner of an event
Participants: notified if comments occur on an event

Q: Why are my Plan Statuses not showing up on the Opportunities page?
A: In order to push status updates to the Opportunities page, the user must have Opportunity Edit “Enabled” within their profile settings.

Q: Can I adjust more than one date at a time within a plan?
A: Yes, our bulk date shifter allows you to quickly update multiple dates at a time within the plan.

Q: Can I transfer ownership of a Success Plan from one person to another?
A: Yes, but only the owner of the associated opportunity can transfer the ownership. Within the plan, navigate to Settings > Admin > Transfer Plan Ownership

Note: If you need to transfer ownership of a Success Plan that isn't under your control, you may do so by assigning the associated Opportunity's ownership to the user you wish to transfer ownership to or to yourself as the administrator.

See here for more details: How to transfer ownership of a Success Plan owned by former users

Q: Can I copy a plan and use it for a new deal?
A: Yes, you can create a template out of any plan so that you can replicate it for future deals.

Settings > Admin > Create a Template

Q: Why isn’t the link I shared working?
A: Copying the URL will not direct your Prospects to the correct place. You must copy a link via the Link Sharing icon within the plan, which will route your Prospects correctly.

Q: Do Success Plans acknowledge governance profiles?

A: Success Plans do not yet acknowledge the Admin governance profile as having unique authority, however this may be a feature that we will be able to implement in the future. The Settings tab will show up if the user viewing the plan is: Plan Owner, on the Seller team, Owner of the associated Account record, or Owner of the associated Opportunity record.

Additional Resources:

Outreach University - Outreach Success Plans

Outreach Success Plans Overview

Outreach Success Plans Best Practices

How To Enable Outreach Success Plans