Best answer by lila_meyer
I'm rolling out Success Plans for the first time into my organization and am running into the issue of having to go into each customer and add the success plans, one by one. Is there a way to add one success plans to multiple customers? I don't want to potentially reduce the adoption of Success Plans by the CSMs by having them tediously add SP manually.
Those are the 2 options currently. I don't think we've seen a request to allow CSMs to create multiple plans simultaneously, so you may want to create a new Idea post for that.View original