Can I add attachements to a success plan

  • 12 March 2019
  • 4 replies

Is it possible to added attachements to a success plan? I'm trying to add powerpoint slides or an excel spreadsheet? Thanks Susan


Best answer by lila_meyer 12 April 2019, 20:13

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Hi Susan, Sorry for the delay here! I might need more info about what you're trying to do. Are you trying to add attachments to an individual customer's Success Plan? If so, that's possible in the individual CTA Objectives.

Or did you mean you want to add attachments to SP templates?


My customer was trying to see if you could add attachment through here:

@lila_meyer - Thanks for the update - I included a screen shot with comment - Thanks Susan

Userlevel 7
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I'm pretty sure attachments are not supported in those SP fields, but there's a hyperlink option.