Primary success outcome record page
A primary success outcome refers to the result or goal that is used to measure the achievement of a success objective.
When you create a success blueprint for an engagement, you can define success objectives and outcomes for each objective. See Create a success blueprint for details. You can view this page either by navigating from the Engagement record page or by following these steps:
- Login as a user with the sn_acct_lc.customer_success_agent role.
- Navigate to and select the List icon.
- Navigate to and select Number column to open the Primary success outcome record.
This page contains the following tabs:
- Details: See Add a primary success outcome for a detailed description of the fields.
- Success Initiatives: Shows the list of success initiatives associated with this outcome.
- Approvers: Shows the list of approvers for this outcome.
- Risk Signals and Issues: Lists any risk signals or issues associated with this outcome.