Customers with/without Success Plans

  • 7 September 2018
  • 1 reply

Userlevel 4
Is there a way to show customers with and without success plans in one report? We have a specific lifecycle stage that is for customers who are eligible for high touch in order to achieve designated performance thresholds. We require success plans to be created for this subset of customers in order to maximize visibility and measurement. As success plans are new to our CSMs, there's a little resistance to having them completed for their customers that qualify. Ideally, I could create something similar to a Customers report filtered by stage, with a true or false for the presence of a SP. Is this possible?

Best answer by lila_meyer 7 September 2018, 22:08

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Userlevel 7
Badge +3
Hi Niki,

This tutorial should help you get started. Let us know if you still have questions!