I have a two sets of ten accounts that require Success Plans, each with the same information. I would like to ability to create one Success Plan with all the common fields, then export it and import it into as many new records as I need to.
My Gainsight Admin tells me this is not possible today with Gainsight NXT and that it would need to be a product request.
It would save me hours upon hours of endless copy/pasting the same information into different records over and over again.
I used this feature with BMC’s Remedy product when I was a Remedy Admin back in the 1990’s (ssssshhhhh).
Thank you for your consideration.