Question

Success Plan Creation in Bulk?

  • 27 September 2017
  • 2 replies
  • 22 views

We are trying to encourage adoption of one particular Success Plan for our CSMs across of their customers. We feel it might be helpful to auto-create this certain Success Plan for them in all of their existing C360 views. Is this possible currently, or will it ever be possible?



Thanks!

2 replies

Userlevel 7
Badge +2
Hi Jess, 



You can create success plans using the Rules engine based on any set of automated criteria. More info here: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/13_...



Is this what you had in mind?
Music to my ears, thanks, Dan!

Reply