I have a customer that would like to duplicate / copy success plan types and templates.
They have some intricate types and templates that would take some time to duplicate so they would like the ability to clone these.
duplicate success plan types/templates
None
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If you haven't already, let's upvote this one since it has the most:
https://community.gainsight.com/conversations/ability-to-clone-success-plan-5bc73e1ae4b04588aaf86c36?filterBy=all&page=2