Customer Success Plan Edit Functionality for External User

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Success Plans are a great way to track where you are at on a project. My team feels that if the success plan were more interactive they could get better updates from the customers that they are working with. The goal would to be to share Success Plan portal for a specific customer to a group of users. This would then allow them to create new success plans and reprioritize existing success plans. It also would give them the ability to check things off in specific Success Plans
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Joel Peasley

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Posted 1 week ago

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Justin Bills

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This is a great idea.  So many of our tasks are confirming the customer has done something on their end.  If would be fantastic if they client had the ability to update/close those tasks.  It could get them accountability AND serve as a sign-off.
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Brandy Guillory

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I love this idea! A true success plan is the objectives the customer agrees upon, what they deem as success so having you & the customer track the "joint objectives" definitely maintains accountability, transparency and alignment.
(Edited)