Add a success objective

---
title: Add a success objective
description: Create a success objective that represents the value of the products sold to the customer.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-create-object.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Create a success blueprint manually, Create a success blueprint, Manage engagements, Customer success, Use, Customer Success Management]
---

# 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

1.  Navigate to **Workspace** > **CRM Workspace** and select the **List** icon.

2.  Navigate to the **Customer Success** > **All Objectives** and select **New**.

3.  On the form, fill in the fields.

<table id="table_olw_rwv_zbc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Number

</td><td>

System generated unique number for the onboarding case record.

</td></tr><tr><td>

Account

</td><td>

The account number of the enterprise customer associated with the account.

</td></tr><tr><td>

Engagement

</td><td>

Select the engagement record to which the objective is to be related. This is a required field.

</td></tr><tr><td>

Objective owner

</td><td>

The individual responsible for the objective from the provider side.

</td></tr><tr><td>

Sponsor

</td><td>

External contact responsible for the objective.

</td></tr><tr><td>

Products

</td><td>

The sold products that match the objective.

</td></tr><tr><td>

Driver

</td><td>

The driving category reason behind the objective.

</td></tr><tr><td>

State

</td><td>

State of the engagement record.-   New
-   Define
-   In progress
-   Canceled
-   Closed


</td></tr><tr><td>

Progress

</td><td>

Current progress of this objective.-   Not Started
-   On-Track
-   At Risk
-   Paused
-   Completed
-   Canceled


</td></tr><tr><td>

Priority

</td><td>

Priority of this objective in comparison to others.-   Critical
-   High
-   Medium
-   Low
-   Very Low


</td></tr><tr><td>

Planned start

</td><td>

Date on which the work for this objective is scheduled to start.

</td></tr><tr><td>

Planned stop

</td><td>

Date on which the work for this objective is scheduled to stop.

</td></tr><tr><td>

Title

</td><td>

Enter a title for this objective. This is a required field.

</td></tr><tr><td>

Watch list

</td><td>

Select the users who should be notified of any updates to the objective.

</td></tr><tr><td>

Work notes list

</td><td>

Select the users who should be notified of any updates to the worknotes.

</td></tr><tr><td>

Description

</td><td>

Enter a description for this objective. This is a required field.

</td></tr><tr><td>

Work notes

</td><td>

Any internal notes regarding this objective.

</td></tr></tbody>
</table>4.  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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-outcome.md).

**Parent Topic:**[Create a success blueprint manually](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-create-blueprint-manual.md)