Generate Success Plan Link to Share
None
It would be a great enhancement to be able to generate a link to a Success Plan from within the app, that could be shared directly by the CSM in whatever format they choose, similar to how you can generate and copy a link to share a Google Doc.
For customers who don't or can't whitelabel and want to ensure reliable sharing of Success Plans, this feature would be incredibly valuable.
For customers who don't or can't whitelabel and want to ensure reliable sharing of Success Plans, this feature would be incredibly valuable.
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https://community.gainsight.com/gainsight/topics/missing-share-button-for-the-success-plan
Separately: Faust -- sorry you are having that problem and glad Support is on it.
I wanted to see if there was any update on this request. We have quite a few customers who are unable to receive the shared success plans due to their internal company settings and whitelisting. It would be great to be able to have a “generate link” option.
As a note on the comment regarding the tracking, while it is important to track if we could just track who it was initially supposed to be shared with I think that would suffice as long as we know that initial share.
Let me know if you need any additional context.