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Viewing Completed Success Plans

  • 12 February 2016
  • 1 reply

Userlevel 7
  • Gainsight Employee: MVP
  • 291 replies
When a success plan is completed, it becomes grayed out. Because of this, our CSMs aren't able to review what was covered in a success plan. It creates a hinderance when we are training CSMs on how to use specific success plans or show best practices.

It is also difficult if a customer is ever transitioned to a new CSM. The new CSM would have to re-enable the success plan to read what happened.

Would it be possible to just move the Success Plan to completed but still have everything viewable?

1 reply

Userlevel 7
Hi Lane,

Thanks for the post. We wanted to discourage editing the plan once it is completed, thats why the completed plans are grayed out. 
But I agree that we can improve the readability of a completed plan. We will definitely improve it soon.