Customer Success Plan Edit Functionality for External User
CS Success Plans
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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https://community.gainsight.com/gainsight/topics/external-users-can-check-off-external-objectives-on...
NXT is the next evolution of the Gainsight platform that will offer exciting new capabilities for Gainsight customers. To learn more about NXT, talk to your Gainsight COM or check out this Community Post: https://community.gainsight.com/conversations/introducing-gainsight-nxt-edition-5c7da5b1e4b0592f4b8a96ad
Hello Everyone!
Happy to announce that your request has been considered and included as part of the release. CSMs can now collaborate directly with their customers using Success Plans. This enhancement helps CSMs assign Objectives/Tasks to People(External), assign permissions and share Success Plans with them so that they can directly make changes in the Plan using the shared link.
You can find the relevant information in our Release Notes.
This feature is implemented in only NXT version.
Thanks for posting!