Success Plan Creation in Bulk?

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  • Updated 9 months ago
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We are trying to encourage adoption of one particular Success Plan for our CSMs across of their customers. We feel it might be helpful to auto-create this certain Success Plan for them in all of their existing C360 views. Is this possible currently, or will it ever be possible?

Thanks!
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Jessica Hall

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Posted 9 months ago

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Dan Ahrens, Gainster (employee)

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Hi Jess, 

You can create success plans using the Rules engine based on any set of automated criteria. More info here: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/Admin_Configuration/13_...

Is this what you had in mind?
(Edited)
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Jessica Hall

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Music to my ears, thanks, Dan!