Not Planned

Expanding format for Success Snapshots

  • 13 March 2017
  • 0 replies

Userlevel 3
Expand functionality of Success Snapshots such that content can be downloaded into other format outside of PPT. This may include, but not limited to, Word document format or PDF formats. This will help to create different types of automated insights for customers about their current health, their overall agreement or other key milestones in their customer journey. 

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