Editing Business Challenges

You can edit a business challenge:

  • On its parent success plan's record page, in the Business Challenges related list in the Related tab
  • In the Business Challenges tab
  • In Success Tracker

Editing Business Challenges from their Parent Success Plan's Record Page

To edit a business challenge from its parent success plan's record page:

  1. In the App Launcher, navigate to the Success Plans tab.
  2. Click the parent success plan of the business challenge that you want to edit. The success plan's record page displays.
  3. Click the Related tab.
  4. Click Show Actions next to the business challenge that you want to edit, then click Edit.
  5. Edit the information you want.
  6. Click Save to save the business challenge or Save & New to save the business challenge and create a new one.

Editing Business Challenges from the Business Challenges Tab

To edit a business challenge from the Business Challenges tab:

  1. In the App Launcher, navigate to the Business Challenges tab.
  2. Click Show Actions next to the business challenge that you want to edit, then click Edit.
  3. Edit the information you want.
  4. Click Save to save the business challenge or Save & New to save the business challenge and create a new one.

Editing Business Challenges in Success Tracker

If a success plan is associated with an account, you can edit a business challenge associated with the success plan in the Success Tracker tab of the account's record page. If you cannot view this tab, contact your administrator. If a success plan is not associated with an account, you must edit its business challenges from either the success plan's record page or the Business Challenges tab.

To edit a business challenge in Success Tracker:

  1. In the App Launcher, navigate to the Accounts tab.
  2. Click the account of the success plan associated with the business challenge that you want to edit. The account's record page displays.
  3. On the account's record page, click the Success Tracker tab.
  4. In the Success Tracker grid, select the checkbox next to the success plan associated with the business challenge that you want to edit.
  5. Click Edit in the toolbar. The Edit Success Plan window displays.
  6. Edit the information you want in the Business Challenges section. You can add or delete business challenges using Add Business Challenge and Delete Business Challenges.
  7. Click Save.