I’d like to create a new field for my Success Plans, and it should contain 2 or more users/contacts from the customer company or even my company.
I’ve been able to create a single contact one, but not with more people in it. To clarify, it’s like the Internal/External Attendees field we have in Tasks details.
How can I achieve this?
Thanks very much!
Best answer by matthew_lind
That would a slick feature, though, and I have use cases today that would benefit. Given that Gainsight has it for Internal and External Attendees, I’m hopeful that adding that type of field as a Custom field would be somewhat straight-forward.