Tracking Shared Success Plans
None
We're hoping to track whether customers have opened their shared Success Plans (sharing using the weblink send option). I haven't found a way - is this possible?
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Below is the path to know the tracking status
Administation>>Success Plan configuration>> Manage Success plan Sharing>>Click on Active Users count.
Thank you for posting!
Currently we don't have this feature, thanks for brining this up! Redirecting this to our product team.
@All, please hit like to increase the priority in road map
Hi@sai_ram - I see this is a 3 years old post --- Do we have any updates here?
I have a similar usecase - Our CSMs want to track if they have shared the SP with the customer or not,so that they can focus on the customers they have not shared with .