Success Plans- Attaching external documents
CS Success Plans
Success Plans are going to be a big part of how we use Gainsight. From speaking to our project manager, there doesn't seem to be a function to upload external documents to your success plan. This would be very beneficial when creating these as the text boxes are quiet limited when entering the description information.
Ideally we would like yo attach an external document which our CSM's can reference when reviewing and editing the Success Plans.
Ideally we would like yo attach an external document which our CSM's can reference when reviewing and editing the Success Plans.
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Thanks for the idea, makes sense. We will add this in the roadmap. ETA to be decided.
Thanks,
Nitisha
We are planning to integrate timeline with success plans. This timeline will be specific to a plan and you will be able to upload documents to it.
Thanks,
Nitisha
One of my CSx just asked to upload a document to a success plan and it didn’t come naturally to him to create a timeline entry on the SP to be able to add his document. It also felt somewhat natural to upload the document to an objective and not to a generic timeline on the SP. Not a mega urgent one, but +1 from me.
Catch@sshroff there in one of the breakfast/coffee breaks :)
@mpatra
This could be a potential use case for ‘Spaces’ where it is proposed to have document sharing capability brought in using which CSMs can share specific documents with external users.
Cc:@arunabhat