Copying over Success Plan template from Company to relationship

  • 8 December 2020
  • 3 replies

Userlevel 2

We might be taking the success plans of a team who we are onboarding new to the relationship level, was wondering if there is a way to get the templates copied at the relationship level either through config or rule?



3 replies

Userlevel 6

Hi @bayareaguy 

Unfortunately, there is no way to do that at the moment. Converting this to an idea post 

Userlevel 3

We also need this capability, would love to see this as well when creating success plan template in the Admin section.  I am currently having to copy over 6 different success plans and templates to the Company since we are looking to move away from Relationship level.

Userlevel 5

Thank you for the feedback. More upvotes will help us prioritise the feature.