Editing Success Tracker Records

You can edit objective, playbook, playbook task, or success plan records in Success Tracker by selecting the record's checkbox and clicking Edit in the toolbar.

To edit a record in Success Tracker:

  1. Navigate to Success Tracker. For more information, see Using Success Tracker.
  2. In the Success Tracker grid, select the checkbox next to the record that you want to edit. To view the record you want, you might need to click next to its related success plan, objective, or playbook.
  3. Click Edit in the toolbar. This button is available only if you select a record. The edit window displays.
  4. Edit the information you want. The displayed fields might vary depending on whether your org uses custom record types. For more information, contact your administrator.
  5. Click Save.